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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Legacy Advisors 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 Legacy Advisors

Quarter filed Position value Share count Share price at filing
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