iShares Russell Midcap Index Fund shares owned by Center for Financial Planning
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $709k | 8.4k | 84.09 |
| 2023-12-31 | $646k | 8.3k | 77.73 |
| 2023-09-30 | $574k | 8.3k | 69.25 |
| 2023-06-30 | $638k | 8.7k | 73.03 |
| 2023-03-31 | $610k | 8.7k | 69.92 |
| 2022-12-31 | $588k | 8.7k | 67.45 |
| 2022-09-30 | $545k | 8.8k | 62.12 |
| 2022-06-30 | $567k | 8.8k | 64.72 |
| 2022-03-31 | $683k | 8.8k | 78.03 |
| 2021-12-31 | $765k | 9.2k | 83.02 |
| 2021-09-30 | $719k | 9.2k | 78.26 |
| 2021-06-30 | $817k | 10k | 79.22 |
| 2021-03-31 | $773k | 11k | 73.91 |
| 2020-12-31 | $712k | 10k | 68.58 |
| 2020-09-30 | $723k | 13k | 57.42 |
| 2020-06-30 | $724k | 14k | 53.63 |
| 2020-03-31 | $545k | 13k | 43.15 |
| 2019-12-31 | $651k | 11k | 59.64 |
More positions owned by Center for Financial Planning
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