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iShares Russell Midcap Value Index shares owned by Welch & Forbes

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Welch & Forbes from 13F filings

Historical chart of Welch & Forbes 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 Welch & Forbes consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Welch & Forbes

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 1.3k 164.60
2024-12-31 $211k 1.6k 129.34
2021-12-31 $239k 2.0k 121.94
2021-09-30 $228k 2.0k 113.43
2021-06-30 $231k 2.0k 114.93
2021-03-31 $220k 2.0k 109.45
2020-06-30 $203k 2.7k 76.37