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
Download as csvQuarterly 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 |
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