iShares Russell Midcap Value Index shares owned by Simplicity Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in iShares Russell Midcap Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell Midcap Value Index held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Value Index by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 39k | 139.67 |
| 2025-06-30 | $9.7M | 74k | 132.14 |
| 2025-03-31 | $4.2M | 33k | 125.97 |
| 2024-12-31 | $248k | 1.9k | 129.32 |
| 2024-09-30 | $4.0M | 30k | 132.25 |
| 2024-06-30 | $9.7M | 80k | 120.74 |
| 2024-03-31 | $14M | 108k | 125.33 |
| 2023-12-31 | $6.7M | 58k | 116.29 |
| 2023-09-30 | $6.3M | 61k | 104.34 |
| 2023-06-30 | $6.3M | 58k | 109.84 |
| 2023-03-31 | $6.2M | 59k | 106.20 |
| 2022-12-31 | $4.8M | 45k | 105.34 |
| 2022-09-30 | $245k | 2.6k | 96.08 |
Top funds holding iShares Russell Midcap Value Index
View all funds holding iShares Russell Midcap Value Index