iShares Russell Midcap Index Fund shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $154k | 1.7k | 88.40 |
| 2024-09-30 | $148k | 1.7k | 88.13 |
| 2024-06-30 | $122k | 1.5k | 81.08 |
| 2024-03-31 | $126k | 1.5k | 84.09 |
| 2023-12-31 | $115k | 1.5k | 77.73 |
| 2023-09-30 | $73k | 1.1k | 69.26 |
| 2023-06-30 | $76k | 1.0k | 73.04 |
| 2023-03-31 | $15k | 217 | 69.78 |
| 2022-12-31 | $15k | 216 | 67.38 |
| 2022-09-30 | $16k | 250 | 64.00 |
| 2022-06-30 | $37k | 575 | 64.35 |
| 2022-03-31 | $17k | 212 | 80.19 |
| 2021-12-31 | $18k | 212 | 84.91 |
| 2021-09-30 | $15k | 186 | 80.65 |
| 2021-06-30 | $15k | 186 | 80.65 |
| 2021-03-31 | $14k | 185 | 75.68 |
| 2020-12-31 | $11k | 166 | 66.27 |
| 2020-09-30 | $9.0k | 165 | 54.55 |
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