iShares Russell Midcap Index Fund shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $259k | 3.1k | 84.09 |
| 2023-12-31 | $254k | 3.3k | 77.73 |
| 2023-09-30 | $244k | 3.5k | 69.58 |
| 2023-06-30 | $244k | 3.3k | 73.03 |
| 2023-03-31 | $238k | 3.4k | 69.92 |
| 2022-12-31 | $230k | 3.4k | 67.45 |
| 2022-09-30 | $212k | 3.4k | 62.22 |
| 2022-06-30 | $221k | 3.4k | 64.87 |
| 2022-03-31 | $237k | 3.0k | 77.99 |
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