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iShares Russell Midcap Value Index shares owned by Peloton Wealth Strategists

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Peloton Wealth Strategists from 13F filings

Historical chart of Peloton Wealth Strategists 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 Peloton Wealth Strategists 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 Peloton Wealth Strategists

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 14k 132.23
2024-06-30 $1.6M 13k 120.74
2024-03-31 $1.7M 13k 125.32
2023-12-31 $1.5M 13k 116.31
2021-09-30 $1.6M 14k 113.23
2021-06-30 $1.6M 14k 114.99
2021-03-31 $1.5M 14k 109.30
2020-12-31 $1.2M 13k 96.93
2019-09-30 $1.6M 18k 89.68
2019-06-30 $1.6M 18k 89.11
2019-03-31 $1.5M 17k 86.85