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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All positions including iShares Russell Midcap Index Fund held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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