iShares Russell Midcap Index Fund shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $159k | 1.6k | 96.55 |
| 2025-06-30 | $172k | 1.9k | 91.97 |
| 2025-03-31 | $161k | 1.9k | 85.07 |
| 2024-12-31 | $191k | 2.2k | 88.40 |
| 2024-09-30 | $190k | 2.2k | 88.14 |
| 2024-06-30 | $172k | 2.1k | 81.08 |
| 2024-03-31 | $172k | 2.0k | 84.09 |
| 2023-12-31 | $164k | 2.1k | 77.73 |
| 2023-09-30 | $133k | 1.9k | 69.25 |
| 2023-06-30 | $139k | 1.9k | 73.03 |
| 2023-03-31 | $130k | 1.9k | 69.92 |
| 2022-12-31 | $98k | 1.5k | 67.45 |
| 2022-09-30 | $87k | 1.4k | 62.23 |
| 2022-06-30 | $127k | 2.0k | 64.70 |
| 2022-03-31 | $153k | 2.0k | 77.94 |
| 2021-12-31 | $150k | 1.8k | 82.87 |
| 2021-09-30 | $193k | 2.5k | 78.04 |
| 2021-06-30 | $183k | 2.3k | 79.32 |
| 2021-03-31 | $160k | 2.2k | 73.90 |
| 2020-12-31 | $112k | 1.6k | 68.25 |
| 2020-09-30 | $94k | 1.6k | 57.28 |
| 2020-06-30 | $88k | 1.6k | 53.63 |
| 2020-03-31 | $71k | 1.6k | 43.27 |
| 2019-12-31 | $88k | 1.5k | 59.62 |
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