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iShares Russell Midcap Value Index shares owned by Grand Wealth Management

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

Historical chart of Grand Wealth Management investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Grand Wealth Management 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 Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 97 116.29
2023-09-30 $10k 97 104.34
2023-06-30 $11k 97 109.84
2023-03-31 $10k 97 106.20
2022-12-31 $10k 97 105.34
2022-09-30 $9.0k 97 92.78