iShares Russell Midcap Value Index shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 2.3k | 139.69 |
| 2025-06-30 | $310k | 2.3k | 132.12 |
| 2025-03-31 | $305k | 2.4k | 125.98 |
| 2024-12-31 | $313k | 2.4k | 129.33 |
| 2024-09-30 | $319k | 2.4k | 132.25 |
| 2024-06-30 | $291k | 2.4k | 120.75 |
| 2024-03-31 | $227k | 1.8k | 125.33 |
| 2023-12-31 | $210k | 1.8k | 116.27 |
| 2016-12-31 | $43k | 538 | 79.93 |
| 2016-09-30 | $41k | 538 | 76.21 |
| 2016-06-30 | $40k | 538 | 74.35 |
| 2016-03-31 | $38k | 538 | 70.63 |
| 2015-12-31 | $30k | 438 | 68.49 |
| 2015-09-30 | $29k | 438 | 66.21 |
| 2015-06-30 | $32k | 438 | 73.06 |
| 2015-03-31 | $18k | 238 | 75.63 |
| 2014-12-31 | $18k | 238 | 75.63 |
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