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iShares Russell Midcap Index Fund shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management 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 Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 17k 84.09
2023-12-31 $1.4M 18k 77.73
2023-09-30 $1.2M 18k 69.25
2023-06-30 $1.3M 18k 73.03
2023-03-31 $1.4M 19k 69.92
2022-06-30 $293k 4.5k 64.68
2022-03-31 $314k 4.0k 77.99
2021-12-31 $334k 4.0k 83.08
2021-09-30 $309k 4.0k 78.21
2021-06-30 $312k 3.9k 79.13
2020-12-31 $23M 161k 143.44
2020-09-30 $240k 4.2k 57.47
2020-06-30 $18M 112k 164.76