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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

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Quarterly reported holdings in iShares Russell Midcap Value Index by McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
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