iShares Russell Midcap Index Fund shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares Russell Midcap Index Fund
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All positions including iShares Russell Midcap Index Fund held by Financial Perspectives consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell Midcap Index Fund by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $101k | 1.0k | 96.51 |
| 2025-06-30 | $100k | 1.1k | 91.93 |
| 2025-03-31 | $92k | 1.1k | 85.04 |
| 2024-12-31 | $96k | 1.1k | 88.36 |
| 2024-09-30 | $96k | 1.1k | 88.10 |
| 2024-06-30 | $88k | 1.1k | 81.05 |
| 2024-03-31 | $90k | 1.1k | 84.05 |
| 2023-12-31 | $83k | 1.1k | 77.70 |
| 2023-09-30 | $77k | 1.1k | 69.22 |
| 2023-06-30 | $81k | 1.1k | 73.00 |
| 2023-03-31 | $40k | 571 | 69.93 |
| 2022-12-31 | $38k | 569 | 67.45 |
| 2022-09-30 | $1.4k | 22 | 62.14 |
| 2022-06-30 | $1.4k | 22 | 64.68 |
| 2022-03-31 | $1.7k | 22 | 78.05 |
| 2021-12-31 | $1.8k | 22 | 83.00 |
| 2021-09-30 | $1.7k | 22 | 78.23 |
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