iShares Russell Midcap Value Index shares owned by RPg Family Wealth Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by RPg Family Wealth Advisory
from 13F filings
Historical chart of RPg Family Wealth Advisory investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by RPg Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 11k | 139.67 |
| 2025-06-30 | $1.5M | 12k | 132.14 |
| 2025-03-31 | $1.1M | 9.0k | 125.97 |
| 2024-09-30 | $74k | 561 | 132.25 |
| 2023-06-30 | $1.2M | 11k | 109.84 |
| 2023-03-31 | $3.6M | 34k | 106.20 |
| 2022-12-31 | $2.9M | 27k | 105.34 |
| 2022-09-30 | $3.1M | 29k | 106.92 |
| 2022-06-30 | $2.9M | 29k | 101.56 |
| 2022-03-31 | $3.3M | 28k | 119.64 |
| 2021-12-31 | $3.6M | 29k | 122.38 |
| 2021-09-30 | $3.3M | 30k | 113.25 |
| 2021-06-30 | $3.4M | 30k | 114.98 |
| 2020-12-31 | $2.1M | 21k | 96.96 |
| 2020-09-30 | $34k | 420 | 80.84 |
| 2020-06-30 | $32k | 420 | 76.53 |
| 2020-03-31 | $27k | 420 | 64.09 |
| 2019-12-31 | $40k | 420 | 94.77 |
| 2019-09-30 | $38k | 420 | 89.70 |
| 2019-06-30 | $37k | 420 | 89.13 |
| 2019-03-31 | $37k | 420 | 86.86 |
| 2018-12-31 | $32k | 420 | 76.35 |
| 2018-09-30 | $38k | 420 | 90.26 |
| 2018-06-30 | $37k | 420 | 88.49 |
| 2018-03-31 | $36k | 420 | 86.43 |
| 2017-12-31 | $37k | 420 | 89.15 |
| 2017-09-30 | $36k | 420 | 84.93 |
| 2017-06-30 | $35k | 420 | 84.09 |
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