iShares Russell Midcap Value Index shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares Russell Midcap Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell Midcap Value Index held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Value Index by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 29k | 110.18 |
| 2023-09-30 | $2.8M | 29k | 97.69 |
| 2023-06-30 | $2.9M | 29k | 103.24 |
| 2023-03-31 | $2.8M | 29k | 98.62 |
| 2022-12-31 | $2.8M | 29k | 94.39 |
| 2022-09-30 | $2.5M | 29k | 87.17 |
| 2022-06-30 | $2.6M | 29k | 90.32 |
| 2022-03-31 | $1.7M | 15k | 119.64 |
| 2021-12-31 | $1.8M | 15k | 122.39 |
| 2021-09-30 | $2.6M | 23k | 113.25 |
| 2021-06-30 | $978k | 8.5k | 115.03 |
| 2021-03-31 | $24k | 220 | 109.09 |
| 2020-12-31 | $21k | 220 | 95.45 |
More positions owned by Tradition Wealth Management
View all positions for Tradition Wealth Management
Top funds holding iShares Russell Midcap Value Index
View all funds holding iShares Russell Midcap Value Index