iShares Russell Midcap Value Index shares owned by Grimes & Company
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 1.7k | 139.71 |
| 2025-03-31 | $203k | 1.6k | 126.01 |
| 2024-12-31 | $207k | 1.6k | 129.36 |
| 2024-09-30 | $211k | 1.6k | 132.21 |
| 2024-06-30 | $253k | 2.1k | 120.75 |
| 2024-03-31 | $248k | 2.0k | 125.30 |
| 2023-12-31 | $250k | 2.1k | 116.26 |
| 2023-09-30 | $204k | 2.0k | 104.35 |
| 2023-06-30 | $215k | 2.0k | 109.85 |
| 2023-03-31 | $235k | 2.2k | 106.21 |
| 2022-12-31 | $233k | 2.2k | 105.36 |
| 2022-09-30 | $211k | 2.2k | 95.82 |
| 2022-06-30 | $224k | 2.2k | 101.77 |
| 2022-03-31 | $232k | 1.9k | 119.59 |
| 2021-12-31 | $255k | 2.1k | 122.24 |
| 2021-09-30 | $236k | 2.1k | 113.35 |
| 2021-06-30 | $211k | 1.8k | 115.17 |
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