iShares Russell Midcap Value Index shares owned by Advocacy Wealth Management Services
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Advocacy Wealth Management Services
from 13F filings
Historical chart of Advocacy Wealth Management Services investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Advocacy Wealth Management Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $513k | 3.7k | 139.67 |
| 2022-12-31 | $32M | 303k | 105.34 |
| 2022-09-30 | $34M | 339k | 101.68 |
| 2022-06-30 | $32M | 317k | 101.57 |
| 2022-03-31 | $35M | 291k | 120.22 |
| 2021-12-31 | $25M | 200k | 122.38 |
| 2021-09-30 | $21M | 188k | 113.25 |
| 2021-06-30 | $21M | 178k | 114.98 |
| 2021-03-31 | $18M | 165k | 110.43 |
| 2017-12-31 | $154k | 1.7k | 89.17 |
| 2017-09-30 | $158k | 1.9k | 84.85 |
| 2017-06-30 | $157k | 1.9k | 84.32 |
| 2017-03-31 | $155k | 1.9k | 83.24 |
| 2016-12-31 | $150k | 1.9k | 80.56 |
| 2016-09-30 | $143k | 1.9k | 76.80 |
| 2016-06-30 | $158k | 2.1k | 74.39 |
| 2016-03-31 | $151k | 2.1k | 71.09 |
| 2015-12-31 | $160k | 2.3k | 68.55 |
| 2013-09-30 | $22k | 369 | 59.62 |
| 2013-06-30 | $21k | 369 | 56.91 |
| 2013-03-31 | $21k | 369 | 56.91 |
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