iShares Russell Midcap Index Fund shares owned by West Financial Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors 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 West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell Midcap Index Fund by West Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $88k | 1.0k | 84.09 |
2023-12-31 | $81k | 1.0k | 77.73 |
2023-09-30 | $72k | 1.0k | 69.25 |
2023-06-30 | $76k | 1.0k | 73.03 |
2023-03-31 | $73k | 1.0k | 69.92 |
2022-12-31 | $70k | 1.0k | 67.45 |
2022-09-30 | $65k | 1.0k | 62.50 |
2022-06-30 | $67k | 1.0k | 64.42 |
2022-03-31 | $81k | 1.0k | 77.88 |
2021-12-31 | $86k | 1.0k | 82.69 |
2021-09-30 | $81k | 1.0k | 77.88 |
2021-06-30 | $82k | 1.0k | 78.85 |
2021-03-31 | $77k | 1.0k | 74.04 |
2020-12-31 | $71k | 1.0k | 68.27 |
Top funds holding iShares Russell Midcap Index Fund
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