iShares Russell Midcap Value Index shares owned by LPL Financial
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $131M | 988k | 132.25 |
| 2024-06-30 | $106M | 878k | 120.74 |
| 2024-03-31 | $105M | 841k | 125.33 |
| 2023-09-30 | $94M | 900k | 104.34 |
| 2023-06-30 | $98M | 895k | 109.84 |
| 2023-03-31 | $96M | 906k | 106.20 |
| 2022-12-31 | $95M | 905k | 105.34 |
| 2022-09-30 | $85M | 881k | 96.05 |
| 2022-06-30 | $93M | 920k | 101.57 |
| 2022-03-31 | $106M | 885k | 119.64 |
| 2021-12-31 | $108M | 886k | 122.38 |
| 2021-09-30 | $94M | 833k | 113.25 |
| 2021-06-30 | $90M | 784k | 114.98 |
| 2021-03-31 | $80M | 731k | 109.30 |
| 2020-12-31 | $63M | 646k | 96.96 |
| 2020-09-30 | $52M | 637k | 80.84 |
| 2020-06-30 | $49M | 641k | 76.53 |
| 2020-03-31 | $41M | 646k | 64.09 |
| 2019-12-31 | $65M | 680k | 94.77 |
| 2019-09-30 | $59M | 662k | 89.70 |
| 2019-06-30 | $59M | 662k | 89.13 |
| 2019-03-31 | $64M | 736k | 86.86 |
| 2018-12-31 | $55M | 721k | 76.35 |
| 2018-09-30 | $64M | 714k | 90.26 |
| 2018-06-30 | $62M | 701k | 88.49 |
| 2018-03-31 | $59M | 686k | 86.43 |
| 2017-12-31 | $65M | 725k | 89.15 |
| 2017-09-30 | $63M | 742k | 84.93 |
| 2017-06-30 | $68M | 810k | 84.09 |
| 2017-03-31 | $2.8M | 34k | 82.90 |
| 2016-12-31 | $2.9M | 36k | 80.55 |
| 2016-09-30 | $8.5M | 110k | 76.69 |
| 2016-06-30 | $14M | 187k | 74.21 |
| 2016-03-31 | $115M | 1.6M | 69.95 |
| 2015-12-31 | $112M | 1.6M | 68.28 |
| 2015-09-30 | $64M | 926k | 69.10 |
| 2015-06-30 | $68M | 928k | 73.40 |
| 2015-03-31 | $68M | 900k | 75.07 |
| 2014-12-31 | $59M | 794k | 73.76 |
| 2014-09-30 | $50M | 729k | 69.20 |
| 2014-06-30 | $56M | 774k | 72.61 |
| 2014-03-31 | $48M | 700k | 68.73 |
| 2013-12-31 | $46M | 697k | 65.71 |
| 2013-09-30 | $42M | 669k | 62.17 |
| 2013-06-30 | $36M | 620k | 57.92 |
| 2012-09-30 | $32M | 659k | 48.72 |
| 2011-09-30 | $27M | 700k | 38.56 |
| 2011-03-31 | $1.0M | 21k | 48.17 |
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