iShares Russell Midcap Value Index shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $517k | 3.9k | 132.24 |
| 2024-06-30 | $513k | 4.0k | 127.18 |
| 2024-03-31 | $598k | 4.8k | 125.32 |
| 2023-12-31 | $554k | 4.8k | 116.29 |
| 2023-09-30 | $484k | 4.6k | 104.35 |
| 2023-06-30 | $539k | 4.9k | 109.85 |
| 2023-03-31 | $532k | 5.0k | 106.21 |
| 2022-12-31 | $535k | 5.1k | 105.34 |
| 2022-09-30 | $494k | 5.1k | 96.02 |
| 2022-06-30 | $532k | 5.2k | 101.51 |
| 2022-03-31 | $636k | 5.3k | 119.71 |
| 2021-12-31 | $633k | 7.3k | 86.82 |
| 2021-09-30 | $607k | 5.4k | 113.29 |
| 2021-06-30 | $607k | 5.3k | 115.05 |
| 2021-03-31 | $627k | 5.7k | 109.29 |
| 2020-12-31 | $646k | 6.7k | 96.91 |
| 2020-09-30 | $519k | 6.4k | 80.90 |
| 2020-06-30 | $491k | 6.4k | 76.59 |
| 2020-03-31 | $429k | 6.7k | 64.14 |
| 2019-12-31 | $649k | 6.8k | 94.76 |
| 2019-09-30 | $621k | 6.9k | 89.75 |
| 2019-06-30 | $632k | 7.1k | 89.18 |
| 2019-03-31 | $633k | 7.3k | 86.82 |
| 2018-12-31 | $566k | 7.4k | 76.32 |
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