iShares Russell Midcap Index Fund shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $727k | 7.5k | 96.55 |
| 2021-12-31 | $721k | 8.7k | 83.01 |
| 2021-09-30 | $671k | 8.6k | 78.22 |
| 2021-06-30 | $460k | 5.8k | 79.24 |
| 2021-03-31 | $583k | 7.9k | 73.93 |
| 2020-12-31 | $326k | 4.8k | 68.55 |
| 2020-09-30 | $273k | 4.8k | 57.38 |
| 2020-06-30 | $310k | 5.8k | 53.60 |
| 2020-03-31 | $250k | 5.8k | 43.17 |
| 2019-12-31 | $345k | 5.8k | 59.62 |
Top funds holding iShares Russell Midcap Index Fund
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