iShares Russell Midcap Value Index shares owned by James J. Burns & Company
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.3M | 49k | 129.33 |
| 2024-09-30 | $6.5M | 49k | 132.26 |
| 2024-06-30 | $5.9M | 49k | 120.75 |
| 2024-03-31 | $4.6M | 37k | 123.27 |
| 2023-09-30 | $5.1M | 49k | 104.35 |
| 2023-06-30 | $5.4M | 49k | 109.86 |
| 2023-03-31 | $5.3M | 50k | 106.22 |
| 2022-12-31 | $4.3M | 41k | 105.35 |
| 2022-09-30 | $3.9M | 41k | 96.04 |
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