iShares Russell Midcap Value Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $382k | 2.7k | 141.05 |
| 2025-09-30 | $641k | 4.6k | 139.67 |
| 2025-06-30 | $614k | 4.6k | 132.15 |
| 2025-03-31 | $584k | 4.6k | 125.97 |
| 2024-12-31 | $589k | 4.6k | 129.35 |
| 2024-09-30 | $609k | 4.6k | 132.25 |
| 2024-06-30 | $555k | 4.6k | 120.73 |
| 2024-03-31 | $568k | 4.5k | 125.32 |
| 2023-12-31 | $611k | 5.3k | 116.29 |
| 2023-09-30 | $545k | 5.2k | 104.34 |
| 2023-06-30 | $586k | 5.3k | 109.84 |
| 2023-03-31 | $566k | 5.3k | 106.20 |
| 2022-12-31 | $528k | 5.0k | 105.34 |
| 2022-09-30 | $465k | 4.8k | 96.07 |
| 2022-06-30 | $484k | 4.8k | 101.57 |
| 2022-03-31 | $322k | 2.7k | 119.66 |
| 2021-12-31 | $324k | 2.7k | 122.26 |
| 2021-09-30 | $302k | 2.7k | 113.19 |
| 2021-06-30 | $310k | 2.7k | 114.81 |
| 2021-03-31 | $323k | 3.0k | 109.27 |
| 2020-12-31 | $293k | 3.0k | 96.99 |
| 2020-09-30 | $244k | 3.0k | 80.77 |
| 2020-06-30 | $231k | 3.0k | 76.46 |
| 2019-12-31 | $303k | 3.2k | 94.66 |
| 2019-09-30 | $287k | 3.2k | 89.66 |
| 2019-06-30 | $293k | 3.3k | 89.22 |
| 2019-03-31 | $278k | 3.2k | 86.79 |
| 2018-12-31 | $245k | 3.2k | 76.49 |
| 2018-09-30 | $298k | 3.3k | 90.22 |
| 2018-06-30 | $292k | 3.3k | 88.40 |
| 2018-03-31 | $276k | 3.2k | 86.52 |
| 2017-12-31 | $234k | 2.6k | 89.14 |
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