iShares Russell Midcap Value Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 9.2k | 125.33 |
| 2023-12-31 | $1.1M | 9.2k | 116.29 |
| 2023-09-30 | $974k | 9.3k | 104.34 |
| 2023-06-30 | $1.0M | 9.4k | 109.84 |
| 2023-03-31 | $921k | 8.7k | 106.20 |
| 2022-12-31 | $934k | 8.9k | 105.34 |
| 2022-09-30 | $835k | 8.7k | 96.10 |
| 2022-06-30 | $909k | 9.0k | 101.55 |
| 2022-03-31 | $1.1M | 9.1k | 119.60 |
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