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iShares Russell Midcap Value Index shares owned by JMG Financial Group

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by JMG Financial Group from 13F filings

Historical chart of JMG Financial Group 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 JMG Financial Group 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 JMG Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 85k 125.33
2023-12-31 $10M 87k 116.29
2023-09-30 $9.3M 89k 104.34
2023-06-30 $9.8M 89k 109.84
2023-03-31 $9.6M 91k 106.20
2022-12-31 $9.6M 91k 105.34
2022-09-30 $8.8M 92k 96.05
2022-06-30 $9.6M 95k 101.57
2022-03-31 $17M 143k 119.64
2021-12-31 $18M 147k 122.38
2021-09-30 $17M 148k 113.25
2021-06-30 $12M 105k 114.98
2021-03-31 $11M 103k 109.30
2020-12-31 $10M 103k 96.96
2020-09-30 $8.7M 107k 80.84
2020-06-30 $8.4M 110k 76.53
2020-03-31 $7.1M 110k 64.09
2019-12-31 $11M 115k 94.77
2019-09-30 $11M 119k 89.70
2019-06-30 $11M 124k 89.13
2019-03-31 $11M 124k 86.86
2018-12-31 $10M 132k 76.35
2018-09-30 $12M 133k 90.26
2018-06-30 $12M 134k 88.49
2018-03-31 $12M 134k 86.43
2017-12-31 $12M 135k 89.15
2017-09-30 $12M 136k 84.93
2017-06-30 $12M 142k 84.09
2017-03-31 $12M 145k 82.99
2016-12-31 $12M 149k 80.43
2016-09-30 $12M 158k 76.77
2016-06-30 $12M 164k 74.29
2016-03-31 $12M 172k 70.93
2015-12-31 $12M 174k 68.66
2015-09-30 $12M 171k 67.09
2015-06-30 $13M 171k 73.76
2015-03-31 $13M 173k 75.26
2014-12-31 $13M 172k 73.76
2014-09-30 $12M 174k 70.00
2014-06-30 $12M 171k 72.61
2014-03-31 $12M 173k 68.73
2013-12-31 $12M 175k 65.71
2013-09-30 $11M 174k 60.91
2013-06-30 $11M 184k 57.92
2013-03-31 $11M 200k 57.00
2012-12-31 $10M 205k 50.24
2012-09-30 $9.0M 185k 48.72
2012-06-30 $8.5M 183k 46.32
2012-03-31 $8.8M 184k 48.13
2011-12-31 $7.5M 174k 43.40
2011-09-30 $6.9M 180k 38.56
2011-06-30 $8.5M 179k 47.75
2011-03-31 $9.6M 199k 48.16

More positions owned by JMG Financial Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Mid-Cap ETF (VO)
Vanguard Europe Pacific ETF (VEA)
Schwab Strategic Tr us lrg cap etf (SCHX)
Spdr S&p 500 Etf (SPY)
Dimensional Etf Trust (DFSV)
Vanguard Emerging Markets ETF (VWO)
iShares Russell Midcap Index Fund (IWR)
Sch Us Mid-cap Etf etf (SCHM)
Schwab International Equity ETF (SCHF)
Dimensional Etf Trust (DFGR)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Vanguard Large-Cap ETF (VV)

View all positions for JMG Financial Group

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