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iShares Russell Midcap Index Fund shares owned by New South Capital Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by New South Capital Management from 13F filings

Historical chart of New South Capital Management 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 New South Capital Management 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 New South Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 30k 77.73
2023-09-30 $2.2M 32k 69.25
2023-06-30 $1.8M 25k 73.03
2023-03-31 $346k 5.0k 69.92
2022-12-31 $334k 5.0k 67.45
2021-03-31 $2.5M 34k 73.92
2020-12-31 $1.8M 26k 68.55
2020-09-30 $819k 14k 57.39
2020-06-30 $765k 14k 53.61
2020-03-31 $616k 14k 43.17
2019-09-30 $598k 11k 55.99
2019-06-30 $587k 11k 55.85
2019-03-31 $1.9M 36k 53.94