iShares Russell Midcap Index Fund shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14k | 160 | 84.18 |
| 2023-12-31 | $13k | 160 | 77.82 |
| 2023-09-30 | $11k | 160 | 69.33 |
| 2023-06-30 | $12k | 160 | 73.11 |
| 2023-03-31 | $11k | 160 | 70.00 |
| 2022-12-31 | $17k | 258 | 67.37 |
| 2022-09-30 | $16k | 258 | 62.02 |
| 2022-06-30 | $33k | 516 | 63.95 |
| 2022-03-31 | $60k | 773 | 77.62 |
| 2021-12-31 | $64k | 773 | 82.79 |
| 2021-09-30 | $60k | 773 | 77.62 |
| 2021-06-30 | $61k | 773 | 78.91 |
More positions owned by West Branch Capital
Home Depot (HD)
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