iShares Russell Midcap Index Fund shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 25k | 77.73 |
| 2023-09-30 | $1.8M | 26k | 69.24 |
| 2023-06-30 | $2.1M | 28k | 73.02 |
| 2023-03-31 | $2.1M | 30k | 69.93 |
| 2022-12-31 | $2.0M | 30k | 67.45 |
| 2022-09-30 | $1.9M | 30k | 62.15 |
| 2022-06-30 | $1.9M | 30k | 64.65 |
| 2022-03-31 | $2.4M | 30k | 78.05 |
| 2021-12-31 | $2.4M | 29k | 83.02 |
| 2021-09-30 | $2.3M | 29k | 78.21 |
| 2021-06-30 | $2.3M | 29k | 79.23 |
| 2021-03-31 | $2.2M | 29k | 73.94 |
| 2020-12-31 | $2.1M | 30k | 68.54 |
| 2020-09-30 | $1.7M | 30k | 57.37 |
| 2020-06-30 | $1.6M | 31k | 53.62 |
| 2020-03-31 | $1.5M | 34k | 43.18 |
| 2019-12-31 | $2.0M | 34k | 59.62 |
| 2019-09-30 | $1.9M | 34k | 55.96 |
| 2019-06-30 | $1.9M | 35k | 55.86 |
| 2019-03-31 | $1.9M | 35k | 53.95 |
| 2018-12-31 | $1.7M | 36k | 46.49 |
| 2018-09-30 | $1.9M | 8.5k | 220.53 |
| 2018-06-30 | $1.8M | 8.6k | 212.09 |
| 2018-03-31 | $1.8M | 8.6k | 206.44 |
| 2017-12-31 | $1.8M | 8.7k | 208.16 |
| 2017-09-30 | $1.6M | 8.1k | 197.20 |
| 2017-06-30 | $1.6M | 8.1k | 192.08 |
| 2017-03-31 | $1.5M | 8.0k | 187.22 |
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