iShares Russell Midcap Value Index shares owned by McClarren Financial Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by McClarren Financial Advisors
from 13F filings
Historical chart of McClarren Financial 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 McClarren Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell Midcap Value Index by McClarren Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $93k | 290 | 320.69 |
2024-06-30 | $50k | 362 | 138.12 |
2024-03-31 | $44k | 345 | 127.54 |
2023-12-31 | $40k | 343 | 116.62 |
2023-09-30 | $35k | 338 | 102.24 |
2023-06-30 | $77k | 708 | 108.76 |
2023-03-31 | $86k | 821 | 104.75 |
2022-12-31 | $86k | 819 | 105.01 |
2022-09-30 | $78k | 814 | 95.82 |
2022-03-31 | $96k | 805 | 119.48 |
2021-12-31 | $99k | 806 | 122.83 |
2021-09-30 | $90k | 799 | 112.64 |
2021-06-30 | $87k | 770 | 113.25 |
2021-03-31 | $85k | 769 | 109.86 |
2020-12-31 | $74k | 766 | 96.32 |
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