iShares Russell Midcap Value Index shares owned by Whitaker-Myers Wealth Managers
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Whitaker-Myers Wealth Managers
from 13F filings
Historical chart of Whitaker-Myers Wealth Managers investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Whitaker-Myers Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 36k | 139.67 |
| 2025-06-30 | $4.6M | 35k | 132.14 |
| 2025-03-31 | $3.6M | 29k | 125.97 |
| 2024-12-31 | $3.6M | 28k | 129.34 |
| 2024-09-30 | $3.4M | 26k | 132.25 |
| 2024-06-30 | $2.8M | 24k | 120.74 |
| 2024-03-31 | $1.7M | 13k | 125.33 |
| 2023-12-31 | $1.6M | 14k | 116.29 |
| 2023-09-30 | $1.5M | 14k | 104.34 |
| 2023-06-30 | $3.8M | 35k | 109.84 |
| 2023-03-31 | $3.0M | 28k | 106.20 |
| 2022-12-31 | $1.8M | 17k | 105.34 |
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