iShares Russell Midcap Index Fund shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $869k | 11k | 77.73 |
| 2023-09-30 | $857k | 12k | 69.25 |
| 2023-06-30 | $904k | 12k | 73.03 |
| 2023-03-31 | $887k | 13k | 69.92 |
| 2022-12-31 | $929k | 14k | 67.45 |
| 2022-09-30 | $880k | 14k | 62.13 |
| 2022-06-30 | $966k | 15k | 64.67 |
| 2022-03-31 | $1.2M | 16k | 78.01 |
| 2021-12-31 | $1.6M | 19k | 83.01 |
| 2021-09-30 | $1.8M | 23k | 78.23 |
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