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iShares Russell Midcap Index Fund shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth 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 Axxcess Wealth 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 124k 96.27
2024-09-30 $1.1M 12k 88.14
2024-06-30 $985k 12k 81.08
2024-03-31 $1.0M 12k 84.09
2023-12-31 $708k 9.1k 77.73
2023-09-30 $631k 9.1k 69.25
2022-06-30 $203k 3.1k 64.75
2022-03-31 $245k 3.1k 78.15
2021-12-31 $214k 2.6k 83.11