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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
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