iShares Russell Midcap Value Index shares owned by Truepoint
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.9k | 139.68 |
| 2025-06-30 | $866k | 6.6k | 132.14 |
| 2025-03-31 | $1.1M | 8.7k | 125.98 |
| 2024-12-31 | $1.1M | 8.7k | 129.35 |
| 2024-09-30 | $1.2M | 8.9k | 132.26 |
| 2024-06-30 | $1.1M | 9.0k | 120.75 |
| 2024-03-31 | $1.2M | 9.6k | 125.33 |
| 2023-12-31 | $849k | 7.3k | 116.28 |
| 2023-09-30 | $767k | 7.4k | 104.34 |
| 2023-06-30 | $818k | 7.4k | 109.84 |
| 2023-03-31 | $779k | 7.3k | 106.20 |
| 2022-12-31 | $773k | 7.3k | 105.34 |
| 2022-09-30 | $506k | 5.3k | 96.02 |
| 2022-06-30 | $535k | 5.3k | 101.52 |
| 2022-03-31 | $634k | 5.3k | 119.65 |
| 2021-12-31 | $649k | 5.3k | 122.48 |
| 2021-09-30 | $600k | 5.3k | 113.23 |
| 2021-06-30 | $659k | 5.7k | 115.05 |
| 2021-03-31 | $624k | 5.7k | 109.32 |
| 2020-12-31 | $658k | 6.8k | 97.02 |
| 2019-12-31 | $643k | 6.8k | 94.81 |
| 2019-09-30 | $608k | 6.8k | 89.65 |
| 2019-06-30 | $604k | 6.8k | 89.06 |
| 2019-03-31 | $589k | 6.8k | 86.85 |
| 2018-12-31 | $518k | 6.8k | 76.38 |
| 2018-09-30 | $612k | 6.8k | 90.24 |
| 2018-06-30 | $600k | 6.8k | 88.47 |
| 2018-03-31 | $6.8k | 586 | 11.57 |
| 2017-12-31 | $605k | 6.8k | 89.21 |
| 2017-09-30 | $579k | 579k | 1.00 |
| 2017-06-30 | $567k | 6.7k | 84.48 |
| 2017-03-31 | $554k | 6.7k | 83.03 |
| 2016-12-31 | $547k | 6.7k | 81.98 |
| 2016-09-30 | $512k | 6.7k | 76.74 |
| 2016-06-30 | $496k | 6.7k | 74.34 |
| 2016-03-31 | $473k | 6.7k | 70.89 |
| 2015-12-31 | $474k | 6.9k | 68.72 |
| 2015-09-30 | $388k | 5.8k | 67.04 |
| 2015-06-30 | $427k | 5.8k | 73.77 |
| 2015-03-31 | $765k | 10k | 75.25 |
| 2014-12-31 | $392k | 5.3k | 73.81 |
| 2014-09-30 | $372k | 5.3k | 70.04 |
| 2014-06-30 | $413k | 5.7k | 72.63 |
| 2014-03-31 | $350k | 5.1k | 68.79 |
| 2013-12-31 | $348k | 5.3k | 65.71 |
| 2013-09-30 | $1.2M | 20k | 60.92 |
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