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iShares Russell Midcap Index Fund shares owned by Herold Advisors

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

Historical chart of Herold 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 Herold 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $421k 5.0k 84.09
2023-12-31 $389k 5.0k 77.73
2023-09-30 $346k 5.0k 69.25
2023-06-30 $365k 5.0k 73.03
2023-03-31 $350k 5.0k 69.92
2022-12-31 $337k 5.0k 67.45
2022-09-30 $310k 5.0k 62.00
2022-06-30 $323k 5.0k 64.60
2022-03-31 $390k 5.0k 78.04
2021-12-31 $415k 5.0k 83.00
2021-09-30 $391k 5.0k 78.20