iShares Russell Midcap Index Fund shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 206k | 96.55 |
| 2025-06-30 | $20M | 212k | 91.97 |
| 2025-03-31 | $18M | 211k | 85.07 |
| 2024-12-31 | $18M | 198k | 88.40 |
| 2024-09-30 | $17M | 194k | 88.14 |
| 2024-06-30 | $16M | 191k | 81.08 |
| 2024-03-31 | $15M | 183k | 84.09 |
| 2023-12-31 | $13M | 170k | 78.27 |
| 2023-09-30 | $9.0M | 129k | 69.57 |
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