iShares Russell Midcap Index Fund shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $644k | 8.3k | 77.73 |
| 2023-09-30 | $420k | 6.0k | 69.58 |
| 2023-06-30 | $459k | 6.3k | 73.03 |
| 2023-03-31 | $442k | 6.3k | 69.93 |
| 2022-12-31 | $434k | 6.4k | 67.45 |
| 2022-09-30 | $404k | 6.5k | 62.08 |
| 2022-06-30 | $385k | 5.4k | 71.35 |
| 2022-03-31 | $545k | 7.0k | 77.99 |
| 2021-12-31 | $774k | 9.9k | 78.00 |
| 2021-09-30 | $2.7M | 34k | 78.22 |
| 2021-06-30 | $2.5M | 32k | 79.23 |
| 2021-03-31 | $2.3M | 31k | 75.74 |
| 2020-12-31 | $2.2M | 29k | 74.31 |
| 2020-09-30 | $1.5M | 26k | 57.38 |
| 2020-06-30 | $1.4M | 24k | 58.45 |
| 2019-12-31 | $245k | 4.1k | 59.70 |
| 2019-09-30 | $230k | 4.1k | 56.04 |
| 2019-06-30 | $228k | 4.1k | 55.56 |
| 2019-03-31 | $219k | 4.1k | 53.89 |
| 2018-12-31 | $388k | 7.3k | 52.83 |
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