iShares Russell Midcap Index Fund shares owned by Taylor & Morgan Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Taylor & Morgan Wealth Management
from 13F filings
Historical chart of Taylor & Morgan Wealth Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Taylor & Morgan Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.9M | 106k | 84.09 |
| 2023-12-31 | $7.3M | 94k | 77.73 |
| 2023-09-30 | $6.3M | 91k | 69.25 |
| 2023-06-30 | $6.8M | 94k | 73.03 |
| 2023-03-31 | $5.2M | 74k | 69.92 |
| 2022-12-31 | $4.4M | 66k | 67.45 |
| 2022-09-30 | $4.0M | 64k | 62.16 |
| 2022-06-30 | $4.3M | 66k | 64.67 |
| 2022-03-31 | $5.0M | 65k | 78.03 |
| 2021-12-31 | $4.1M | 50k | 83.02 |
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