iShares Russell Midcap Index Fund shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $755k | 7.8k | 96.55 |
| 2025-06-30 | $719k | 7.8k | 91.97 |
| 2025-03-31 | $675k | 7.9k | 85.07 |
| 2024-12-31 | $701k | 7.9k | 88.40 |
| 2024-09-30 | $704k | 8.0k | 88.15 |
| 2024-06-30 | $537k | 6.6k | 81.08 |
| 2024-03-31 | $557k | 6.6k | 84.08 |
| 2023-12-31 | $514k | 6.6k | 77.73 |
| 2023-09-30 | $458k | 6.6k | 69.25 |
| 2023-06-30 | $456k | 6.2k | 73.03 |
| 2023-03-31 | $402k | 5.8k | 69.92 |
| 2022-12-31 | $446k | 6.6k | 67.45 |
| 2022-03-31 | $302k | 3.9k | 78.06 |
| 2021-12-31 | $292k | 3.5k | 83.12 |
| 2021-09-30 | $323k | 4.1k | 78.21 |
| 2021-06-30 | $448k | 5.7k | 79.19 |
Top funds holding iShares Russell Midcap Index Fund
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