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iShares Russell Midcap Index Fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $21M 221k 96.58
2025-09-30 $1.7M 18k 96.55
2025-06-30 $1.6M 17k 91.97
2025-03-31 $1.4M 17k 85.07
2024-12-31 $961k 11k 88.40
2024-09-30 $953k 11k 88.14
2024-06-30 $926k 11k 81.08
2024-03-31 $881k 11k 84.08
2023-12-31 $825k 11k 77.73