River Wealth Advisors »

iShares Russell Midcap Index Fund shares owned by River Wealth Advisors

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

Historical chart of River Wealth 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 River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $21M 308k 69.25
2023-06-30 $22M 299k 73.03
2023-03-31 $20M 291k 69.92
2022-12-31 $19M 275k 67.45
2022-09-30 $16M 250k 62.15
2022-06-30 $15M 232k 64.66
2022-03-31 $18M 229k 78.04
2021-12-31 $18M 211k 83.01
2021-09-30 $16M 202k 78.22
2021-06-30 $15M 190k 79.24
2021-03-31 $14M 187k 73.93
2020-12-31 $12M 172k 68.55
2020-09-30 $8.7M 152k 57.38
2020-06-30 $7.3M 136k 53.60
2020-03-31 $5.0M 116k 43.17
2018-12-31 $140k 3.0k 46.51
2018-09-30 $108k 489 220.86
2018-06-30 $104k 489 212.68