iShares Russell Midcap Value Index shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 41k | 137.96 |
| 2025-06-30 | $5.5M | 41k | 133.91 |
| 2025-03-31 | $5.0M | 40k | 125.97 |
| 2024-12-31 | $5.5M | 42k | 129.34 |
| 2024-09-30 | $5.5M | 42k | 132.25 |
| 2024-06-30 | $5.2M | 43k | 120.74 |
| 2024-03-31 | $5.6M | 47k | 119.74 |
| 2023-12-31 | $6.7M | 58k | 116.29 |
| 2023-09-30 | $6.0M | 57k | 104.34 |
| 2023-06-30 | $6.3M | 58k | 109.84 |
| 2023-03-31 | $6.2M | 58k | 106.20 |
| 2022-12-31 | $6.1M | 58k | 105.34 |
| 2022-09-30 | $6.2M | 64k | 96.05 |
| 2022-06-30 | $6.6M | 65k | 101.57 |
| 2022-03-31 | $8.1M | 68k | 119.65 |
| 2021-12-31 | $8.1M | 66k | 122.37 |
| 2021-09-30 | $6.6M | 59k | 113.25 |
| 2021-06-30 | $6.7M | 58k | 114.98 |
| 2021-03-31 | $6.2M | 56k | 109.30 |
| 2020-12-31 | $2.2M | 22k | 96.97 |
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