iShares Russell Midcap Index Fund shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Index Fund by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $918k | 10k | 88.14 |
| 2024-06-30 | $792k | 9.8k | 81.08 |
| 2024-03-31 | $548k | 6.5k | 84.09 |
| 2023-12-31 | $712k | 9.2k | 77.73 |
| 2023-09-30 | $637k | 9.2k | 69.25 |
| 2023-06-30 | $672k | 9.2k | 73.03 |
| 2023-03-31 | $643k | 9.2k | 69.92 |
| 2022-12-31 | $619k | 9.2k | 67.45 |
| 2022-09-30 | $581k | 9.4k | 62.12 |
| 2022-06-30 | $659k | 10k | 64.66 |
| 2022-03-31 | $822k | 11k | 78.07 |
| 2021-12-31 | $873k | 11k | 83.05 |
| 2021-09-30 | $737k | 9.4k | 78.25 |
| 2021-06-30 | $745k | 9.4k | 79.19 |
| 2021-03-31 | $677k | 9.2k | 73.90 |
| 2020-12-31 | $599k | 8.8k | 68.44 |
| 2020-09-30 | $501k | 8.7k | 57.31 |
| 2020-06-30 | $476k | 8.9k | 53.60 |
| 2020-03-31 | $499k | 12k | 43.17 |
| 2019-12-31 | $1.1M | 18k | 59.57 |
Top funds holding iShares Russell Midcap Index Fund
View all funds holding iShares Russell Midcap Index Fund