iShares Russell Midcap Value Index shares owned by Roosevelt Investment Group
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Roosevelt Investment Group
from 13F filings
Historical chart of Roosevelt Investment Group investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Roosevelt Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $1.1M | 11k | 96.07 |
| 2022-06-30 | $1.2M | 12k | 101.57 |
| 2022-03-31 | $1.4M | 12k | 119.66 |
| 2021-12-31 | $1.4M | 12k | 122.41 |
| 2021-09-30 | $5.5M | 49k | 113.25 |
| 2021-06-30 | $5.7M | 50k | 114.99 |
| 2021-03-31 | $5.3M | 48k | 109.31 |
| 2020-12-31 | $4.5M | 46k | 96.95 |
| 2020-09-30 | $3.8M | 47k | 80.84 |
| 2020-06-30 | $3.6M | 47k | 76.54 |
| 2020-03-31 | $1.6M | 26k | 64.08 |
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