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iShares Russell Midcap Index Fund shares owned by Advisors Capital Management

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

Historical chart of Advisors Capital Management 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 Advisors Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Advisors Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 12k 96.27
2025-09-30 $976k 10k 96.56
2025-06-30 $933k 10k 91.98
2025-03-31 $866k 10k 85.08
2024-12-31 $976k 11k 88.41
2024-09-30 $765k 8.7k 88.13
2024-06-30 $940k 12k 81.09
2024-03-31 $988k 12k 84.13
2023-12-31 $710k 9.1k 77.68
2023-09-30 $549k 7.9k 69.27
2023-06-30 $587k 8.0k 73.09
2023-03-31 $602k 8.6k 69.88
2022-12-31 $421k 6.2k 67.53
2022-09-30 $329k 4.7k 69.81
2022-06-30 $298k 4.6k 64.70
2022-03-31 $295k 3.8k 78.06
2021-12-31 $314k 3.8k 83.09
2021-09-30 $296k 3.8k 78.33
2021-06-30 $285k 3.6k 79.37
2021-03-31 $234k 3.2k 73.65