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iShares Russell Midcap Value Index shares owned by Geometric Wealth Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Geometric Wealth Advisors from 13F filings

Historical chart of Geometric Wealth Advisors investment in iShares Russell Midcap Value Index

23:59:59.999Sep 29, 202423:59:59.999500:00:00Sep 30, 202400:00:00.000500:00:00.001549.498k549.4985k549.499k549.4995k549.5k41544,154.541554,155.54156
Value ($)Share countHistorical IWS position of Geometric Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell Midcap Value Index held by Geometric Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Geometric Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $550k 4.2k 132.25