iShares Russell Midcap Index Fund shares owned by Compton Wealth Advisory Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Compton Wealth Advisory Group
from 13F filings
Historical chart of Compton Wealth Advisory Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Compton Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 16k | 84.09 |
| 2023-12-31 | $1.2M | 16k | 77.73 |
| 2023-09-30 | $2.4M | 35k | 69.25 |
| 2023-06-30 | $3.3M | 45k | 73.03 |
| 2023-03-31 | $3.2M | 45k | 69.92 |
| 2022-12-31 | $3.0M | 44k | 67.45 |
| 2022-09-30 | $2.8M | 45k | 62.16 |
| 2022-06-30 | $4.7M | 73k | 64.67 |
| 2022-03-31 | $11M | 142k | 78.04 |
| 2021-12-31 | $11M | 132k | 83.01 |
| 2021-09-30 | $10M | 128k | 78.22 |
| 2021-06-30 | $9.4M | 119k | 79.24 |
| 2021-03-31 | $8.0M | 108k | 73.93 |
| 2020-12-31 | $7.0M | 102k | 68.55 |
| 2020-09-30 | $5.6M | 98k | 57.38 |
| 2020-06-30 | $1.5M | 28k | 53.60 |
| 2020-03-31 | $1.0M | 24k | 43.18 |
| 2019-12-31 | $1.4M | 24k | 59.62 |
| 2019-09-30 | $1.3M | 24k | 55.93 |
| 2019-06-30 | $1.3M | 24k | 55.89 |
| 2019-03-31 | $1.3M | 24k | 53.94 |
| 2018-12-31 | $1.1M | 24k | 46.48 |
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