iShares Russell Midcap Index Fund shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 19k | 96.55 |
| 2025-06-30 | $1.7M | 19k | 91.97 |
| 2025-03-31 | $1.8M | 22k | 85.07 |
| 2024-12-31 | $809k | 9.3k | 86.61 |
| 2024-09-30 | $841k | 9.5k | 88.14 |
| 2024-06-30 | $330k | 4.1k | 81.09 |
| 2024-03-31 | $312k | 3.7k | 84.09 |
| 2023-09-30 | $256k | 3.7k | 69.27 |
| 2023-06-30 | $223k | 3.0k | 73.05 |
| 2023-03-31 | $391k | 5.6k | 69.92 |
| 2022-12-31 | $633k | 9.4k | 67.45 |
| 2022-09-30 | $522k | 8.4k | 62.11 |
| 2022-06-30 | $212k | 3.3k | 64.83 |
| 2022-03-31 | $388k | 5.0k | 78.32 |
| 2021-12-31 | $439k | 5.3k | 83.00 |
| 2021-09-30 | $409k | 5.2k | 78.19 |
| 2021-06-30 | $398k | 5.0k | 79.27 |
| 2021-03-31 | $373k | 5.0k | 73.88 |
| 2020-12-31 | $336k | 4.9k | 68.68 |
| 2020-09-30 | $141k | 3.3k | 43.08 |
| 2020-06-30 | $197k | 3.7k | 53.63 |
| 2020-03-31 | $141k | 3.3k | 43.08 |
| 2019-12-31 | $220k | 3.7k | 59.77 |
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