iShares Russell Midcap Index Fund shares owned by Essential Planning
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning 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 Essential Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell Midcap Index Fund by Essential Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $220k | 2.5k | 88.14 |
2024-06-30 | $203k | 2.5k | 81.08 |
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