iShares Russell Midcap Value Index shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 16k | 132.25 |
| 2024-06-30 | $2.1M | 17k | 120.74 |
| 2024-03-31 | $1.1M | 3.3k | 337.04 |
| 2023-12-31 | $487k | 4.2k | 115.82 |
| 2023-09-30 | $393k | 3.8k | 104.34 |
| 2023-06-30 | $415k | 3.8k | 109.84 |
| 2023-03-31 | $296k | 2.8k | 106.20 |
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