iShares Russell Midcap Index Fund shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $786k | 9.3k | 84.09 |
| 2023-12-31 | $727k | 9.3k | 77.73 |
| 2023-09-30 | $647k | 9.3k | 69.25 |
| 2023-06-30 | $698k | 9.6k | 73.03 |
| 2023-03-31 | $668k | 9.6k | 69.92 |
| 2022-12-31 | $645k | 9.6k | 67.45 |
| 2022-09-30 | $594k | 9.6k | 62.15 |
| 2022-06-30 | $621k | 9.6k | 64.63 |
| 2022-03-31 | $750k | 9.6k | 78.05 |
| 2021-12-31 | $818k | 9.9k | 83.02 |
| 2021-09-30 | $790k | 10k | 78.24 |
| 2021-06-30 | $296k | 3.7k | 79.29 |
| 2021-03-31 | $276k | 3.7k | 73.94 |
| 2020-12-31 | $364k | 5.3k | 68.59 |
| 2019-12-31 | $261k | 4.4k | 59.67 |
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