iShares Russell Midcap Value Index shares owned by Taddei, Ludwig & Associates
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Taddei, Ludwig & Associates
from 13F filings
Historical chart of Taddei, Ludwig & Associates investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Taddei, Ludwig & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 74k | 139.67 |
| 2025-06-30 | $9.4M | 71k | 132.14 |
| 2025-03-31 | $9.0M | 71k | 125.97 |
| 2024-12-31 | $9.0M | 70k | 129.34 |
| 2024-09-30 | $9.0M | 68k | 132.25 |
| 2024-06-30 | $8.2M | 68k | 120.74 |
| 2024-03-31 | $8.6M | 68k | 125.33 |
| 2023-12-31 | $7.7M | 66k | 116.29 |
| 2023-09-30 | $6.8M | 65k | 104.34 |
| 2023-06-30 | $6.8M | 62k | 109.84 |
| 2023-03-31 | $6.5M | 61k | 106.20 |
| 2022-12-31 | $6.4M | 61k | 105.34 |
| 2022-09-30 | $5.9M | 61k | 96.06 |
| 2022-06-30 | $6.1M | 60k | 101.57 |
| 2022-03-31 | $7.0M | 59k | 119.64 |
| 2021-12-31 | $6.8M | 56k | 122.37 |
| 2021-09-30 | $6.1M | 54k | 113.25 |
| 2021-03-31 | $5.7M | 52k | 109.30 |
| 2020-12-31 | $5.2M | 54k | 96.97 |
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