iShares Russell Midcap Value Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 18k | 125.33 |
| 2023-12-31 | $2.3M | 20k | 116.29 |
| 2023-09-30 | $2.3M | 23k | 104.34 |
| 2023-06-30 | $2.5M | 23k | 109.79 |
| 2023-03-31 | $2.5M | 24k | 106.20 |
| 2022-12-31 | $2.6M | 25k | 105.34 |
| 2022-09-30 | $2.4M | 25k | 96.06 |
| 2022-06-30 | $2.6M | 26k | 101.58 |
| 2022-03-31 | $3.1M | 26k | 119.65 |
| 2021-12-31 | $3.3M | 27k | 122.38 |
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