AdvicePeriod »

iShares Russell Midcap Index Fund shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $6.3M 79k 79.24
2021-03-31 $5.3M 72k 73.93
2020-12-31 $4.8M 70k 68.55
2020-09-30 $3.2M 56k 57.39
2020-06-30 $3.8M 70k 53.60
2020-03-31 $1.7M 39k 43.17
2019-12-31 $2.4M 41k 59.62
2019-09-30 $2.2M 40k 55.94
2019-06-30 $2.9M 51k 55.87
2019-03-31 $2.5M 47k 53.94
2018-12-31 $5.3M 115k 46.48
2018-09-30 $5.8M 26k 220.51
2018-06-30 $5.5M 26k 212.13
2018-03-31 $5.2M 25k 206.46
2017-12-31 $5.2M 25k 208.14