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iShares Russell Midcap Index Fund shares owned by Engrave Wealth Partners

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

Historical chart of Engrave Wealth Partners 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 Engrave Wealth Partners 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 Engrave Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $203k 2.8k 73.03
2023-03-31 $203k 3.0k 68.42
2022-12-31 $209k 3.0k 70.21
2022-03-31 $239k 3.1k 77.90
2021-12-31 $255k 3.1k 83.12
2021-09-30 $240k 3.1k 78.23
2021-06-30 $243k 3.1k 79.20
2021-03-31 $227k 3.1k 73.99
2020-12-31 $229k 3.2k 71.12
2020-09-30 $227k 3.9k 58.75
2020-06-30 $298k 5.6k 53.52
2020-03-31 $242k 5.6k 43.06
2019-12-31 $386k 6.5k 59.53