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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by James J. Burns & 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 James J. Burns & Company

Quarter filed Position value Share count Share price at filing
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