iShares Russell Midcap Value Index shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in iShares Russell Midcap Value Index
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All positions including iShares Russell Midcap Value Index held by SJA Financial Advisory 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 SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 14k | 132.25 |
| 2024-06-30 | $1.6M | 13k | 120.74 |
| 2024-03-31 | $1.6M | 13k | 125.33 |
| 2023-12-31 | $1.4M | 12k | 116.29 |
| 2023-09-30 | $1.2M | 11k | 104.34 |
| 2023-06-30 | $1.3M | 12k | 109.84 |
| 2023-03-31 | $1.2M | 12k | 106.20 |
| 2022-12-31 | $1.2M | 12k | 105.34 |
| 2022-09-30 | $1.1M | 12k | 96.05 |
| 2022-06-30 | $1.2M | 12k | 101.60 |
| 2022-03-31 | $1.4M | 12k | 119.63 |
| 2021-12-31 | $1.4M | 12k | 122.38 |
| 2021-09-30 | $1.3M | 12k | 113.26 |
| 2021-06-30 | $1.4M | 12k | 114.96 |
| 2021-03-31 | $1.4M | 12k | 109.28 |
| 2020-12-31 | $1.2M | 13k | 96.98 |
| 2020-09-30 | $1.0M | 13k | 80.86 |
| 2020-06-30 | $1.1M | 14k | 76.50 |
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