iShares Russell Midcap Value Index shares owned by SkyOak Wealt
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $274k | 2.1k | 132.25 |
| 2024-06-30 | $250k | 2.1k | 120.74 |
| 2024-03-31 | $311k | 2.5k | 125.33 |
| 2023-12-31 | $276k | 2.4k | 116.29 |
| 2023-09-30 | $248k | 2.4k | 104.34 |
| 2023-06-30 | $254k | 2.3k | 109.84 |
| 2023-03-31 | $206k | 1.9k | 106.20 |
| 2022-12-31 | $246k | 2.3k | 105.34 |
| 2022-09-30 | $211k | 2.2k | 96.13 |
| 2022-06-30 | $206k | 2.0k | 101.58 |
| 2022-03-31 | $243k | 2.0k | 119.82 |
| 2020-12-31 | $205k | 2.1k | 96.74 |
| 2020-06-30 | $2.5M | 32k | 76.52 |
| 2020-03-31 | $2.1M | 33k | 64.07 |
| 2019-12-31 | $2.4M | 25k | 94.75 |
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