iShares Russell Midcap Value Index shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $938k | 7.3k | 129.34 |
| 2024-09-30 | $931k | 7.0k | 132.25 |
| 2024-06-30 | $854k | 7.1k | 120.74 |
| 2024-03-31 | $900k | 7.2k | 125.33 |
| 2023-12-31 | $835k | 7.2k | 116.29 |
| 2023-09-30 | $781k | 7.5k | 104.34 |
| 2023-06-30 | $996k | 9.1k | 109.84 |
| 2023-03-31 | $1.0M | 9.5k | 106.20 |
| 2022-12-31 | $454k | 4.3k | 105.34 |
| 2022-09-30 | $472k | 4.9k | 95.97 |
| 2022-06-30 | $507k | 5.0k | 101.64 |
| 2022-03-31 | $597k | 5.0k | 119.69 |
| 2021-12-31 | $610k | 5.0k | 122.29 |
| 2021-09-30 | $565k | 5.0k | 113.27 |
| 2021-06-30 | $584k | 5.1k | 114.89 |
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