iShares Russell Midcap Index Fund shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $32k | 380 | 84.03 |
| 2023-12-31 | $12k | 172 | 67.33 |
| 2023-09-30 | $27k | 390 | 69.29 |
| 2023-06-30 | $29k | 390 | 73.07 |
| 2023-03-31 | $27k | 389 | 69.95 |
| 2022-12-31 | $12k | 172 | 67.33 |
| 2022-09-30 | $11k | 171 | 62.10 |
More positions owned by Financial Synergies Wealth Advisors
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