iShares Russell Midcap Index Fund shares owned by Sage Financial Management Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Sage Financial Management Group
from 13F filings
Historical chart of Sage Financial Management Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Sage Financial Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $407k | 4.8k | 84.04 |
| 2023-12-31 | $450k | 5.8k | 77.80 |
| 2023-09-30 | $401k | 5.8k | 69.33 |
| 2023-03-31 | $402k | 5.7k | 69.97 |
| 2022-12-31 | $413k | 6.1k | 67.45 |
| 2022-09-30 | $357k | 5.7k | 62.14 |
| 2022-06-30 | $396k | 6.1k | 64.67 |
| 2022-03-31 | $478k | 6.1k | 78.07 |
| 2021-12-31 | $477k | 5.7k | 83.03 |
| 2021-06-30 | $485k | 6.1k | 79.21 |
| 2021-03-31 | $456k | 6.2k | 73.87 |
| 2020-12-31 | $493k | 52 | 9480.77 |
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