iShares Russell Midcap Index Fund shares owned by Charter Trust
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $551k | 5.7k | 96.55 |
| 2025-06-30 | $584k | 6.3k | 91.97 |
| 2025-03-31 | $526k | 6.2k | 85.07 |
| 2024-12-31 | $569k | 6.4k | 88.40 |
| 2024-09-30 | $568k | 6.4k | 88.14 |
| 2024-06-30 | $522k | 6.4k | 81.08 |
| 2024-03-31 | $542k | 6.4k | 84.09 |
| 2023-12-31 | $501k | 6.4k | 77.73 |
| 2023-09-30 | $446k | 6.4k | 69.25 |
| 2023-06-30 | $470k | 6.4k | 73.03 |
| 2023-03-31 | $450k | 6.4k | 69.92 |
| 2022-12-31 | $434k | 6.4k | 67.40 |
| 2022-09-30 | $400k | 6.4k | 62.12 |
| 2022-06-30 | $416k | 6.4k | 64.61 |
| 2022-03-31 | $378k | 4.9k | 77.94 |
| 2021-12-31 | $403k | 4.9k | 83.08 |
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