iShares Russell Midcap Index Fund shares owned by Betterment
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Betterment
from 13F filings
Historical chart of Betterment 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 Betterment 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 Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $596k | 6.2k | 96.49 |
| 2025-06-30 | $434k | 4.7k | 92.01 |
| 2025-03-31 | $413k | 4.9k | 85.01 |
| 2024-12-31 | $359k | 4.1k | 88.29 |
| 2024-09-30 | $355k | 4.0k | 88.11 |
| 2024-06-30 | $319k | 3.9k | 81.17 |
| 2024-03-31 | $321k | 3.8k | 84.01 |
| 2023-12-31 | $280k | 3.6k | 77.84 |
| 2023-09-30 | $230k | 3.3k | 69.32 |
| 2023-06-30 | $227k | 3.1k | 73.01 |
| 2023-03-31 | $200k | 2.9k | 69.81 |
| 2022-12-31 | $203k | 3.0k | 67.40 |
Top funds holding iShares Russell Midcap Index Fund
View all funds holding iShares Russell Midcap Index Fund