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iShares Russell Midcap Index Fund shares owned by Chokshi & Queen Wealth Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Chokshi & Queen Wealth Advisors from 13F filings

Historical chart of Chokshi & Queen Wealth Advisors 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 Chokshi & Queen Wealth Advisors 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 Chokshi & Queen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 28k 96.55
2025-06-30 $2.8M 30k 91.97
2025-03-31 $2.6M 30k 85.07
2024-12-31 $2.9M 32k 88.40