iShares Russell Midcap Value Index shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $625k | 4.7k | 132.25 |
| 2024-06-30 | $576k | 4.8k | 120.74 |
| 2024-03-31 | $566k | 4.5k | 125.33 |
| 2023-12-31 | $653k | 5.6k | 116.29 |
| 2023-09-30 | $586k | 5.6k | 104.34 |
| 2023-06-30 | $616k | 5.6k | 109.84 |
| 2023-03-31 | $596k | 5.6k | 106.20 |
| 2022-12-31 | $591k | 5.6k | 105.34 |
| 2022-09-30 | $539k | 5.6k | 96.05 |
| 2022-06-30 | $459k | 4.5k | 101.57 |
| 2022-03-31 | $668k | 5.6k | 120.24 |
| 2021-12-31 | $917k | 7.5k | 122.43 |
| 2021-09-30 | $798k | 7.0k | 113.27 |
| 2021-06-30 | $810k | 7.0k | 114.98 |
| 2021-03-31 | $714k | 6.5k | 109.34 |
| 2020-12-31 | $633k | 6.5k | 96.92 |
| 2020-09-30 | $528k | 6.5k | 80.88 |
| 2020-06-30 | $499k | 6.5k | 76.50 |
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