iShares Russell Midcap Value Index shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $93k | 658 | 141.05 |
| 2025-09-30 | $92k | 658 | 139.67 |
| 2025-06-30 | $87k | 658 | 132.14 |
| 2024-12-31 | $11k | 84 | 129.35 |
| 2024-09-30 | $11k | 84 | 132.25 |
| 2024-06-30 | $10k | 84 | 120.74 |
| 2024-03-31 | $11k | 84 | 125.33 |
| 2022-09-30 | $5.0k | 55 | 90.91 |
| 2022-03-31 | $0 | 3 | 0.00 |
| 2021-06-30 | $0 | 3 | 0.00 |
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