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iShares Russell Midcap Index Fund shares owned by Sowell Financial Services

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Sowell Financial Services from 13F filings

Historical chart of Sowell Financial Services 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 Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 28k 84.08
2023-12-31 $2.2M 29k 77.72
2023-09-30 $1.8M 26k 69.56
2021-03-31 $534k 6.9k 77.34
2020-12-31 $433k 6.3k 68.51
2020-09-30 $369k 6.4k 57.33
2020-06-30 $359k 6.7k 53.61
2020-03-31 $288k 6.7k 43.15
2019-12-31 $418k 7.0k 59.61
2019-09-30 $399k 7.1k 56.01
2019-03-31 $284k 5.3k 53.94
2018-12-31 $245k 5.3k 46.41
2018-06-30 $354k 1.6k 216.51
2018-03-31 $335k 1.6k 205.40
2017-12-31 $354k 1.6k 214.68
2017-09-30 $335k 1.7k 200.12
2017-06-30 $339k 1.8k 192.83
2017-03-31 $271k 1.4k 190.31