iShares Russell Midcap Value Index shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in iShares Russell Midcap Value Index
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All positions including iShares Russell Midcap Value Index held by Powell Investment 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 Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 47k | 125.33 |
| 2023-12-31 | $5.6M | 48k | 116.29 |
| 2023-09-30 | $4.8M | 46k | 104.92 |
| 2023-06-30 | $5.0M | 46k | 109.84 |
| 2023-03-31 | $5.6M | 53k | 106.20 |
| 2022-12-31 | $5.5M | 52k | 105.34 |
| 2022-09-30 | $5.0M | 52k | 96.05 |
| 2022-06-30 | $5.1M | 50k | 101.57 |
| 2022-03-31 | $5.3M | 44k | 119.63 |
| 2021-12-31 | $4.6M | 37k | 122.39 |
| 2021-09-30 | $4.1M | 36k | 113.24 |
| 2021-06-30 | $4.0M | 35k | 114.98 |
| 2021-03-31 | $3.6M | 33k | 109.30 |
| 2020-12-31 | $2.8M | 29k | 96.96 |
| 2020-09-30 | $2.2M | 27k | 80.83 |
| 2020-06-30 | $2.0M | 27k | 76.53 |
| 2020-03-31 | $1.5M | 23k | 64.09 |
| 2019-12-31 | $2.0M | 21k | 94.78 |
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