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iShares Russell Midcap Index Fund shares owned by Charter Trust

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

Historical chart of Charter Trust 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 Charter Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Charter Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $542k 6.4k 84.09
2023-12-31 $501k 6.4k 77.73
2023-09-30 $446k 6.4k 69.25
2023-06-30 $470k 6.4k 73.03
2023-03-31 $450k 6.4k 69.92
2022-12-31 $434k 6.4k 67.45
2022-09-30 $400k 6.4k 62.12
2022-06-30 $416k 6.4k 64.61
2022-03-31 $378k 4.9k 77.94
2021-12-31 $403k 4.9k 83.08