iShares Russell Midcap Value Index shares owned by Stonegate Investment Group
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Stonegate Investment Group
from 13F filings
Historical chart of Stonegate Investment Group investment in iShares Russell Midcap Value Index
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All positions including iShares Russell Midcap Value Index held by Stonegate Investment Group 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 Stonegate Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 14k | 139.67 |
| 2025-06-30 | $1.7M | 13k | 132.14 |
| 2025-03-31 | $1.6M | 13k | 125.97 |
| 2024-12-31 | $1.5M | 12k | 129.34 |
| 2024-09-30 | $1.5M | 11k | 132.25 |
| 2024-06-30 | $626k | 5.2k | 120.74 |
| 2024-03-31 | $609k | 4.9k | 125.32 |
| 2023-12-31 | $488k | 4.2k | 116.28 |
| 2023-09-30 | $425k | 4.1k | 104.35 |
| 2023-06-30 | $444k | 4.0k | 109.83 |
| 2023-03-31 | $395k | 3.7k | 106.19 |
| 2022-12-31 | $357k | 3.4k | 105.33 |
| 2022-09-30 | $317k | 3.3k | 95.92 |
| 2022-06-30 | $331k | 3.3k | 101.47 |
| 2022-03-31 | $377k | 3.1k | 119.80 |
| 2021-12-31 | $319k | 2.6k | 122.55 |
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