iShares Russell Midcap Value Index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.4M | 26k | 129.27 |
| 2025-09-30 | $2.1M | 15k | 139.67 |
| 2025-06-30 | $778k | 5.9k | 132.13 |
| 2025-03-31 | $278k | 2.2k | 125.95 |
| 2024-12-31 | $422k | 3.3k | 129.33 |
| 2024-09-30 | $434k | 3.3k | 132.26 |
| 2024-06-30 | $315k | 2.6k | 120.75 |
| 2024-03-31 | $338k | 2.7k | 125.32 |
| 2023-12-31 | $319k | 2.7k | 116.27 |
| 2023-09-30 | $280k | 2.7k | 104.35 |
| 2023-06-30 | $292k | 2.7k | 109.85 |
| 2023-03-31 | $279k | 2.6k | 106.19 |
| 2022-12-31 | $276k | 2.6k | 105.34 |
| 2022-09-30 | $266k | 2.8k | 96.13 |
| 2022-06-30 | $571k | 5.6k | 101.57 |
| 2022-03-31 | $682k | 5.7k | 119.57 |
| 2021-12-31 | $693k | 5.7k | 122.31 |
| 2021-06-30 | $752k | 6.5k | 115.02 |
| 2021-03-31 | $618k | 5.7k | 109.36 |
| 2020-12-31 | $340k | 3.5k | 97.03 |
| 2019-12-31 | $312k | 3.3k | 94.92 |
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