iShares Russell Midcap Value Index shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 1.7k | 139.67 |
| 2025-03-31 | $212k | 1.7k | 125.97 |
| 2024-12-31 | $217k | 1.7k | 129.34 |
| 2024-09-30 | $222k | 1.7k | 132.25 |
| 2024-06-30 | $203k | 1.7k | 120.74 |
| 2024-03-31 | $211k | 1.7k | 125.33 |
| 2019-06-30 | $145k | 1.6k | 89.18 |
| 2019-03-31 | $141k | 1.6k | 86.72 |
| 2018-09-30 | $148k | 1.6k | 91.02 |
| 2018-06-30 | $144k | 1.6k | 88.56 |
| 2018-03-31 | $141k | 1.6k | 86.72 |
| 2017-12-31 | $87k | 980 | 88.78 |
| 2017-09-30 | $83k | 980 | 84.69 |
Top funds holding iShares Russell Midcap Value Index
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