iShares Russell Midcap Value Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Russell Midcap Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell Midcap Value Index held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell Midcap Value Index by Summit Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $225k | 1.8k | 125.33 |
2023-12-31 | $209k | 1.8k | 116.29 |
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