iShares Russell Midcap Value Index shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in iShares Russell Midcap Value Index
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All positions including iShares Russell Midcap Value Index held by RTD Financial 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 RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 152k | 132.25 |
| 2024-06-30 | $17M | 143k | 120.74 |
| 2024-03-31 | $18M | 142k | 125.33 |
| 2023-12-31 | $16M | 135k | 116.29 |
| 2023-09-30 | $14M | 136k | 104.34 |
| 2023-06-30 | $15M | 139k | 109.84 |
| 2023-03-31 | $14M | 136k | 106.20 |
| 2022-12-31 | $15M | 137k | 105.34 |
| 2022-09-30 | $13M | 137k | 96.05 |
| 2022-06-30 | $14M | 140k | 101.57 |
| 2022-03-31 | $19M | 155k | 119.64 |
| 2021-12-31 | $19M | 153k | 122.38 |
Top funds holding iShares Russell Midcap Value Index
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