iShares Russell Midcap Value Index shares owned by My Legacy Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in iShares Russell Midcap Value Index
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All positions including iShares Russell Midcap Value Index held by My 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 My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.4M | 10k | 135.86 |
| 2025-03-31 | $1.3M | 11k | 125.97 |
| 2024-12-31 | $1.4M | 11k | 131.79 |
| 2024-09-30 | $1.4M | 10k | 132.25 |
| 2024-06-30 | $1.2M | 9.6k | 120.74 |
| 2024-03-31 | $907k | 7.2k | 125.33 |
| 2023-12-31 | $724k | 6.3k | 114.58 |
| 2023-09-30 | $582k | 5.7k | 101.27 |
| 2023-06-30 | $619k | 5.5k | 113.34 |
| 2023-03-31 | $561k | 5.3k | 105.42 |
| 2022-12-31 | $615k | 5.4k | 114.92 |
| 2022-09-30 | $571k | 5.9k | 96.63 |
| 2022-06-30 | $525k | 5.1k | 102.60 |
Top funds holding iShares Russell Midcap Value Index
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