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iShares Russell Midcap Value Index shares owned by Kennedy Capital Management

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Kennedy Capital Management from 13F filings

Historical chart of Kennedy Capital Management 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 Kennedy Capital Management 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 Kennedy Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.1M 34k 120.74
2024-03-31 $1.2M 9.3k 125.33
2023-12-31 $6.9M 60k 116.29
2023-09-30 $2.4M 23k 104.34
2023-06-30 $1.3M 12k 109.84
2023-03-31 $2.4M 23k 106.20
2022-12-31 $5.2M 49k 105.34
2022-09-30 $1.8M 19k 96.04
2022-06-30 $3.1M 31k 101.56
2022-03-31 $2.1M 18k 119.63
2021-12-31 $2.6M 22k 122.40
2021-09-30 $1.5M 13k 113.22
2021-06-30 $277k 2.4k 114.89
2021-03-31 $1.2M 11k 109.28
2020-12-31 $2.0M 20k 96.96
2020-09-30 $836k 10k 80.84
2020-06-30 $955k 13k 76.55
2020-03-31 $5.3M 83k 64.09
2019-12-31 $5.1M 54k 94.78
2019-09-30 $872k 9.7k 89.70
2019-06-30 $3.2M 36k 89.13
2019-03-31 $723k 8.3k 86.92
2018-12-31 $8.9M 117k 76.35
2018-09-30 $2.8M 31k 90.26
2018-06-30 $1.2M 14k 88.50
2018-03-31 $919k 11k 86.42
2017-12-31 $1.1M 12k 89.16
2017-09-30 $1.0M 12k 84.96
2017-06-30 $1.3M 15k 84.11
2017-03-31 $591k 7.1k 82.92
2016-12-31 $840k 10k 80.48
2016-09-30 $445k 5.8k 76.78
2015-12-31 $5.9M 87k 68.66
2014-12-31 $1.6M 21k 73.75