iShares Russell Midcap Value Index shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 107k | 116.29 |
| 2023-09-30 | $10M | 99k | 104.34 |
| 2023-06-30 | $9.6M | 88k | 109.84 |
| 2023-03-31 | $9.8M | 92k | 106.20 |
| 2022-12-31 | $9.7M | 92k | 105.34 |
| 2022-09-30 | $8.7M | 90k | 96.06 |
| 2022-06-30 | $12M | 122k | 101.57 |
| 2022-03-31 | $11M | 94k | 119.64 |
| 2021-12-31 | $15M | 118k | 122.38 |
| 2021-09-30 | $13M | 112k | 113.25 |
| 2021-03-31 | $13M | 116k | 109.30 |
| 2020-09-30 | $9.4M | 116k | 80.84 |
| 2020-06-30 | $9.1M | 120k | 76.53 |
| 2020-03-31 | $7.6M | 119k | 64.09 |
| 2019-12-31 | $9.3M | 98k | 94.76 |
| 2019-09-30 | $8.6M | 96k | 89.70 |
| 2019-06-30 | $8.1M | 91k | 89.13 |
| 2019-03-31 | $7.3M | 84k | 86.85 |
| 2018-12-31 | $7.9M | 103k | 76.35 |
| 2018-09-30 | $11M | 124k | 90.26 |
| 2018-06-30 | $10M | 114k | 88.49 |
| 2018-03-31 | $9.5M | 110k | 86.43 |
| 2017-12-31 | $9.3M | 104k | 89.14 |
| 2017-09-30 | $7.0M | 82k | 84.92 |
| 2017-06-30 | $6.9M | 82k | 84.08 |
| 2017-03-31 | $7.0M | 84k | 82.99 |
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