iShares Russell Midcap Value Index shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $8.1M | 49k | 164.61 |
| 2026-03-31 | $3.5M | 24k | 145.74 |
| 2025-12-31 | $1.0M | 7.4k | 141.05 |
| 2025-09-30 | $1.5M | 11k | 139.68 |
| 2025-06-30 | $1.5M | 12k | 132.14 |
| 2025-03-31 | $1.5M | 12k | 125.97 |
| 2024-12-31 | $1.6M | 12k | 129.34 |
| 2024-09-30 | $1.0M | 7.6k | 132.25 |
| 2024-06-30 | $939k | 7.8k | 120.74 |
| 2024-03-31 | $976k | 7.8k | 125.33 |
| 2023-09-30 | $999k | 9.6k | 104.34 |
| 2023-06-30 | $1.1M | 9.6k | 109.84 |
| 2023-03-31 | $996k | 9.4k | 106.21 |
| 2022-12-31 | $820k | 7.8k | 105.34 |
| 2022-09-30 | $755k | 7.9k | 96.04 |
| 2022-06-30 | $802k | 7.9k | 101.52 |
| 2022-03-31 | $882k | 7.4k | 119.59 |
| 2021-12-31 | $985k | 8.0k | 122.39 |
| 2021-09-30 | $947k | 8.4k | 113.20 |
| 2021-06-30 | $1.6M | 14k | 115.01 |
| 2021-03-31 | $1.5M | 14k | 109.33 |
| 2020-12-31 | $609k | 6.3k | 96.93 |
| 2020-09-30 | $450k | 5.6k | 80.75 |
| 2020-06-30 | $445k | 5.8k | 76.49 |
| 2020-03-31 | $431k | 6.7k | 64.02 |
| 2019-12-31 | $722k | 7.6k | 94.73 |
| 2019-09-30 | $682k | 7.6k | 89.68 |
| 2019-06-30 | $592k | 6.6k | 89.10 |
| 2019-03-31 | $566k | 6.5k | 86.93 |
| 2018-12-31 | $488k | 6.4k | 76.39 |
| 2018-09-30 | $509k | 5.6k | 90.14 |
| 2018-06-30 | $707k | 8.0k | 88.42 |
| 2018-03-31 | $677k | 8.0k | 84.67 |
| 2017-12-31 | $700k | 7.7k | 90.51 |
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