iShares Russell Midcap Value Index shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in iShares Russell Midcap Value Index
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All positions including iShares Russell Midcap Value Index held by Legacy Financial Strategies 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 Financial Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $267k | 2.1k | 128.88 |
2024-09-30 | $274k | 2.1k | 132.25 |
2024-06-30 | $249k | 2.1k | 120.05 |
2024-03-31 | $259k | 2.1k | 125.33 |
2023-12-31 | $241k | 2.1k | 116.29 |
2023-09-30 | $212k | 2.1k | 102.44 |
2023-06-30 | $227k | 2.1k | 109.84 |
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