iShares Russell Midcap Value Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $15M | 122k | 120.74 |
| 2024-03-31 | $15M | 115k | 125.33 |
| 2023-12-31 | $14M | 119k | 116.29 |
| 2023-09-30 | $12M | 115k | 104.34 |
| 2023-06-30 | $14M | 126k | 109.84 |
| 2023-03-31 | $13M | 120k | 106.20 |
| 2022-12-31 | $11M | 107k | 105.34 |
| 2022-09-30 | $9.7M | 101k | 96.05 |
| 2022-06-30 | $9.7M | 96k | 101.57 |
| 2022-03-31 | $12M | 104k | 119.58 |
| 2021-12-31 | $11M | 90k | 122.46 |
| 2021-09-30 | $8.4M | 74k | 113.38 |
| 2021-06-30 | $7.0M | 61k | 114.93 |
| 2021-03-31 | $4.5M | 41k | 109.38 |
| 2020-12-31 | $1.8M | 19k | 96.88 |
| 2020-09-30 | $2.8M | 35k | 80.82 |
| 2020-06-30 | $1.0M | 13k | 76.72 |
| 2020-03-31 | $784k | 12k | 64.25 |
| 2019-12-31 | $1.1M | 12k | 94.61 |
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