Bogart Wealth »

iShares Russell Midcap Index Fund shares owned by Bogart Wealth

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $126k 1.5k 84.09
2023-12-31 $115k 1.5k 77.73
2023-09-30 $73k 1.1k 69.26
2023-06-30 $76k 1.0k 73.04
2023-03-31 $15k 217 69.78
2022-12-31 $15k 216 67.38
2022-09-30 $16k 250 64.00
2022-06-30 $37k 575 64.35
2022-03-31 $17k 212 80.19
2021-12-31 $18k 212 84.91
2021-09-30 $15k 186 80.65
2021-06-30 $15k 186 80.65
2021-03-31 $14k 185 75.68
2020-12-31 $11k 166 66.27
2020-09-30 $9.0k 165 54.55