iShares Russell Midcap Value Index shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $966k | 7.3k | 132.25 |
| 2024-06-30 | $909k | 7.5k | 120.76 |
| 2024-03-31 | $1.1M | 8.5k | 125.33 |
| 2023-12-31 | $1.1M | 9.8k | 116.29 |
| 2023-09-30 | $1.2M | 11k | 104.34 |
| 2023-06-30 | $1.3M | 12k | 109.84 |
| 2023-03-31 | $1.3M | 13k | 106.20 |
| 2022-12-31 | $1.5M | 14k | 105.34 |
| 2022-09-30 | $1.5M | 16k | 96.08 |
| 2022-06-30 | $2.1M | 20k | 101.56 |
| 2022-03-31 | $3.7M | 31k | 119.63 |
| 2021-12-31 | $4.2M | 34k | 122.37 |
| 2021-09-30 | $4.1M | 37k | 113.25 |
| 2021-06-30 | $4.5M | 39k | 114.98 |
| 2021-03-31 | $4.4M | 40k | 109.30 |
| 2020-12-31 | $4.1M | 43k | 96.96 |
| 2020-09-30 | $3.5M | 43k | 80.85 |
| 2020-06-30 | $3.3M | 43k | 76.53 |
| 2020-03-31 | $2.7M | 42k | 64.09 |
| 2019-12-31 | $4.0M | 42k | 94.76 |
| 2019-09-30 | $3.0M | 33k | 89.71 |
| 2019-06-30 | $2.8M | 32k | 89.13 |
| 2019-03-31 | $2.8M | 32k | 86.88 |
| 2018-12-31 | $1.9M | 25k | 76.33 |
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