iShares Russell Midcap Index Fund shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 24k | 84.09 |
| 2023-12-31 | $1.9M | 24k | 77.73 |
| 2023-09-30 | $1.7M | 24k | 69.58 |
| 2023-06-30 | $1.8M | 25k | 73.03 |
| 2023-03-31 | $1.8M | 25k | 69.92 |
| 2022-12-31 | $1.7M | 25k | 67.45 |
| 2022-09-30 | $1.6M | 25k | 62.15 |
| 2022-06-30 | $1.6M | 25k | 64.68 |
| 2022-03-31 | $2.0M | 26k | 78.05 |
| 2021-12-31 | $2.1M | 26k | 83.02 |
| 2021-09-30 | $2.0M | 26k | 78.21 |
| 2021-06-30 | $2.0M | 26k | 79.25 |
| 2021-03-31 | $1.9M | 26k | 73.92 |
| 2020-12-31 | $1.8M | 27k | 68.56 |
| 2020-09-30 | $1.6M | 28k | 57.36 |
| 2020-06-30 | $1.6M | 30k | 53.58 |
| 2020-03-31 | $1.8M | 42k | 43.16 |
| 2019-12-31 | $3.8M | 63k | 59.62 |
| 2019-09-30 | $3.8M | 67k | 55.95 |
| 2019-06-30 | $4.7M | 85k | 55.87 |
| 2019-03-31 | $4.9M | 92k | 53.95 |
| 2018-12-31 | $4.9M | 106k | 46.48 |
| 2018-09-30 | $5.9M | 27k | 220.51 |
| 2018-06-30 | $5.8M | 27k | 212.15 |
| 2018-03-31 | $5.8M | 28k | 206.43 |
| 2017-12-31 | $6.0M | 29k | 208.14 |
| 2017-09-30 | $5.8M | 30k | 197.16 |
| 2017-06-30 | $5.8M | 30k | 192.12 |
| 2017-03-31 | $5.9M | 32k | 187.18 |
| 2016-12-31 | $5.7M | 32k | 178.87 |
| 2016-09-30 | $5.7M | 33k | 174.30 |
| 2016-06-30 | $5.5M | 33k | 168.21 |
| 2016-03-31 | $5.4M | 33k | 162.90 |
| 2015-12-31 | $5.3M | 33k | 160.17 |
| 2015-09-30 | $4.8M | 31k | 155.56 |
| 2015-06-30 | $4.5M | 26k | 170.27 |
| 2015-03-31 | $3.4M | 20k | 173.11 |
| 2014-12-31 | $2.5M | 15k | 167.02 |
| 2014-09-30 | $2.3M | 15k | 158.35 |
| 2014-06-30 | $2.4M | 15k | 162.56 |
| 2014-03-31 | $2.4M | 15k | 154.78 |
| 2013-12-31 | $2.3M | 16k | 149.97 |
| 2013-09-30 | $2.1M | 15k | 139.05 |
| 2013-06-30 | $2.0M | 15k | 129.87 |
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