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iShares Russell Midcap Index Fund shares owned by Guardian Wealth Advisors

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

Historical chart of Guardian Wealth Advisors 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 Guardian Wealth Advisors 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 Guardian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 48k 84.09
2023-12-31 $3.8M 49k 77.73
2023-09-30 $3.3M 48k 69.25
2023-06-30 $3.7M 51k 73.03
2023-03-31 $3.6M 52k 69.92
2022-12-31 $3.5M 52k 67.45
2022-09-30 $3.4M 55k 62.15
2022-06-30 $3.5M 55k 64.66
2022-03-31 $4.2M 53k 78.04
2021-12-31 $4.4M 53k 83.01
2021-09-30 $4.1M 52k 78.22
2021-06-30 $4.3M 55k 79.24
2021-03-31 $3.9M 52k 73.94
2020-12-31 $3.6M 52k 68.54