iShares Russell Midcap Value Index shares owned by Guidance Point Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Guidance Point Advisors
from 13F filings
Historical chart of Guidance Point Advisors investment in iShares Russell Midcap Value Index
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All positions including iShares Russell Midcap Value Index held by Guidance Point Advisors 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 Guidance Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $465k | 3.5k | 132.23 |
| 2024-06-30 | $423k | 3.5k | 120.74 |
| 2024-03-31 | $437k | 3.5k | 125.36 |
| 2023-12-31 | $405k | 3.5k | 116.32 |
| 2023-09-30 | $527k | 5.1k | 104.35 |
| 2023-06-30 | $580k | 5.3k | 109.85 |
| 2023-03-31 | $559k | 5.3k | 106.19 |
| 2022-12-31 | $552k | 5.2k | 105.34 |
| 2022-09-30 | $500k | 5.2k | 96.04 |
| 2022-06-30 | $525k | 5.2k | 101.47 |
| 2022-03-31 | $616k | 5.2k | 119.50 |
| 2021-12-31 | $628k | 5.1k | 122.30 |
| 2021-09-30 | $579k | 5.1k | 113.24 |
| 2021-06-30 | $585k | 5.1k | 114.91 |
| 2021-03-31 | $555k | 5.1k | 109.30 |
| 2020-12-31 | $490k | 5.1k | 96.84 |
| 2020-09-30 | $407k | 5.0k | 80.67 |
| 2020-06-30 | $384k | 5.0k | 76.39 |
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