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iShares Russell Midcap Index Fund shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust 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 Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $620k 7.4k 84.09
2023-12-31 $573k 7.4k 77.73
2023-09-30 $580k 8.4k 69.25
2023-06-30 $566k 8.4k 67.60
2023-03-31 $370k 5.3k 69.92
2022-12-31 $357k 5.3k 67.45
2022-09-30 $329k 5.3k 62.11
2022-06-30 $572k 8.8k 64.64
2022-03-31 $691k 8.8k 78.09
2021-12-31 $751k 9.0k 82.99
2021-09-30 $708k 9.0k 78.24
2021-06-30 $626k 7.9k 79.27
2021-03-31 $592k 7.9k 74.97
2020-12-31 $541k 7.9k 68.51
2020-09-30 $590k 10k 57.42
2020-06-30 $306k 5.7k 53.57
2020-03-31 $247k 5.7k 43.24
2019-12-31 $382k 6.4k 59.58
2019-09-30 $389k 7.1k 55.10