iShares Russell Midcap Value Index shares owned by Vance Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Vance Wealth
from 13F filings
Historical chart of Vance Wealth investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Vance Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.7M | 44k | 129.34 |
| 2024-09-30 | $6.0M | 45k | 132.25 |
| 2024-06-30 | $5.1M | 42k | 120.74 |
| 2024-03-31 | $5.0M | 40k | 125.33 |
| 2023-12-31 | $4.2M | 36k | 116.29 |
| 2023-09-30 | $3.2M | 31k | 104.34 |
| 2023-06-30 | $3.3M | 30k | 109.84 |
| 2023-03-31 | $3.6M | 34k | 106.20 |
| 2022-12-31 | $3.3M | 32k | 105.34 |
| 2022-09-30 | $2.9M | 30k | 96.05 |
| 2022-06-30 | $2.5M | 25k | 101.58 |
| 2022-03-31 | $1.8M | 15k | 119.63 |
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