iShares Russell Midcap Value Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $102k | 774 | 132.14 |
| 2025-03-31 | $96k | 765 | 125.97 |
| 2024-12-31 | $1.4M | 11k | 129.34 |
| 2024-09-30 | $1.4M | 11k | 132.26 |
| 2024-06-30 | $1.2M | 9.6k | 120.74 |
| 2021-12-31 | $189k | 1.5k | 122.26 |
| 2021-09-30 | $185k | 1.6k | 112.62 |
| 2021-06-30 | $822k | 7.1k | 115.27 |
| 2021-03-31 | $647k | 5.9k | 109.42 |
| 2020-12-31 | $2.5M | 26k | 96.67 |
| 2020-09-30 | $75k | 931 | 80.56 |
| 2019-09-30 | $252k | 2.8k | 89.65 |
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