iShares Russell Midcap Value Index shares owned by Willner & Heller
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $723k | 5.5k | 132.25 |
| 2024-06-30 | $657k | 5.4k | 120.73 |
| 2024-03-31 | $679k | 5.4k | 125.33 |
| 2023-12-31 | $652k | 5.6k | 116.30 |
| 2022-12-31 | $569k | 5.4k | 105.34 |
| 2022-09-30 | $567k | 5.9k | 96.02 |
| 2022-06-30 | $588k | 5.8k | 101.62 |
| 2022-03-31 | $622k | 5.1k | 122.39 |
| 2021-12-31 | $511k | 4.5k | 113.25 |
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