iShares Russell Midcap Value Index shares owned by Regimen Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Regimen Wealth
from 13F filings
Historical chart of Regimen Wealth investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Regimen Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $742k | 5.3k | 139.66 |
| 2025-06-30 | $699k | 5.3k | 132.15 |
| 2025-03-31 | $664k | 5.3k | 125.97 |
| 2024-12-31 | $679k | 5.3k | 129.33 |
| 2024-09-30 | $691k | 5.2k | 132.25 |
| 2024-06-30 | $629k | 5.2k | 120.74 |
| 2024-03-31 | $650k | 5.2k | 125.33 |
| 2023-12-31 | $601k | 5.2k | 116.29 |
| 2023-09-30 | $534k | 5.1k | 104.33 |
| 2023-06-30 | $562k | 5.1k | 109.83 |
| 2023-03-31 | $542k | 5.1k | 106.20 |
| 2022-12-31 | $535k | 5.1k | 105.42 |
Top funds holding iShares Russell Midcap Value Index
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