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
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Quarterly reported holdings in iShares Russell Midcap Value Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 39k | 132.25 |
| 2024-06-30 | $4.6M | 38k | 120.74 |
| 2024-03-31 | $613k | 4.9k | 125.34 |
| 2023-12-31 | $554k | 4.8k | 116.30 |
| 2023-09-30 | $520k | 5.0k | 104.93 |
| 2023-06-30 | $548k | 5.0k | 109.85 |
| 2023-03-31 | $552k | 5.2k | 106.19 |
| 2022-12-31 | $532k | 5.0k | 105.35 |
| 2022-09-30 | $514k | 5.3k | 96.05 |
| 2022-06-30 | $440k | 4.3k | 101.57 |
| 2022-03-31 | $551k | 4.6k | 119.64 |
| 2021-12-31 | $557k | 4.6k | 122.38 |
| 2021-09-30 | $382k | 3.4k | 113.25 |
| 2021-06-30 | $269k | 2.3k | 114.98 |
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