iShares Russell Midcap Index Fund shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $406k | 4.8k | 84.09 |
| 2023-12-31 | $380k | 4.9k | 77.74 |
| 2023-09-30 | $363k | 5.2k | 69.25 |
| 2023-06-30 | $387k | 5.3k | 73.03 |
| 2023-03-31 | $555k | 7.9k | 69.92 |
| 2022-12-31 | $533k | 7.9k | 67.45 |
| 2022-09-30 | $488k | 7.8k | 62.15 |
| 2022-06-30 | $506k | 7.8k | 64.65 |
| 2022-03-31 | $609k | 7.8k | 78.06 |
| 2021-12-31 | $646k | 7.8k | 83.03 |
| 2021-09-30 | $606k | 7.7k | 78.26 |
| 2021-06-30 | $622k | 7.9k | 79.19 |
| 2021-03-31 | $579k | 7.8k | 73.94 |
| 2020-12-31 | $586k | 8.6k | 68.52 |
| 2020-09-30 | $490k | 8.5k | 57.32 |
| 2020-06-30 | $695k | 13k | 53.63 |
| 2020-03-31 | $541k | 13k | 43.19 |
| 2019-12-31 | $743k | 13k | 59.60 |
| 2019-09-30 | $694k | 12k | 55.96 |
| 2019-06-30 | $691k | 12k | 55.88 |
| 2019-03-31 | $665k | 12k | 53.97 |
| 2018-12-31 | $535k | 12k | 46.47 |
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