iShares Russell Midcap Index Fund shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $351k | 3.9k | 89.75 |
| 2024-06-30 | $335k | 4.1k | 81.07 |
| 2024-03-31 | $347k | 4.1k | 84.08 |
| 2023-12-31 | $339k | 4.4k | 77.73 |
| 2023-09-30 | $321k | 4.6k | 69.25 |
| 2023-06-30 | $363k | 5.0k | 73.04 |
| 2023-03-31 | $377k | 5.4k | 69.93 |
| 2022-12-31 | $360k | 5.3k | 67.45 |
| 2022-09-30 | $342k | 5.3k | 64.09 |
| 2022-06-30 | $344k | 5.3k | 64.50 |
| 2022-03-31 | $451k | 5.4k | 82.89 |
| 2021-12-31 | $451k | 5.4k | 82.89 |
| 2021-09-30 | $425k | 5.4k | 78.18 |
| 2021-06-30 | $476k | 6.0k | 79.19 |
| 2021-03-31 | $392k | 5.3k | 73.82 |
| 2020-12-31 | $403k | 5.9k | 68.47 |
| 2020-09-30 | $350k | 6.1k | 57.32 |
| 2020-06-30 | $351k | 6.5k | 53.60 |
| 2020-03-31 | $398k | 9.2k | 43.10 |
| 2019-12-31 | $646k | 11k | 59.56 |
| 2019-09-30 | $628k | 11k | 55.88 |
| 2019-06-30 | $2.1M | 37k | 55.87 |
| 2019-03-31 | $2.0M | 37k | 53.96 |
| 2018-12-31 | $1.8M | 38k | 46.47 |
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