iShares Russell Midcap Value Index shares owned by Theory Financial
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 2.3k | 139.38 |
| 2025-06-30 | $309k | 2.3k | 134.57 |
| 2025-03-31 | $289k | 2.3k | 125.97 |
| 2024-12-31 | $297k | 2.3k | 129.34 |
| 2024-09-30 | $273k | 2.1k | 130.48 |
| 2024-06-30 | $253k | 2.1k | 120.74 |
| 2024-03-31 | $352k | 2.8k | 125.33 |
| 2023-12-31 | $216k | 1.9k | 116.29 |
| 2023-09-30 | $250k | 2.4k | 104.34 |
| 2023-06-30 | $285k | 2.6k | 109.84 |
| 2023-03-31 | $250k | 2.4k | 106.20 |
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