CPA Asset Management »

iShares Russell Midcap Index Fund shares owned by CPA Asset Management

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

Historical chart of CPA Asset 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 CPA Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by CPA Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $336k 3.8k 88.14
2024-06-30 $316k 3.9k 81.08
2024-03-31 $328k 3.9k 84.09
2023-12-31 $303k 3.9k 77.73
2023-09-30 $270k 3.9k 69.25
2023-06-30 $241k 3.3k 73.03
2023-03-31 $240k 3.4k 69.92
2022-12-31 $261k 3.9k 67.45