iShares Russell Midcap Index Fund shares owned by Forum Financial Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $593k | 6.1k | 97.23 |
| 2025-12-31 | $587k | 6.1k | 96.27 |
| 2025-09-30 | $589k | 6.1k | 96.55 |
| 2025-06-30 | $561k | 6.1k | 91.97 |
| 2025-03-31 | $519k | 6.1k | 85.07 |
| 2024-12-31 | $539k | 6.1k | 88.40 |
| 2024-09-30 | $537k | 6.1k | 88.14 |
| 2024-06-30 | $494k | 6.1k | 81.08 |
| 2024-03-31 | $513k | 6.1k | 84.09 |
| 2023-12-31 | $500k | 6.4k | 77.73 |
| 2023-09-30 | $481k | 6.9k | 69.25 |
| 2023-06-30 | $507k | 6.9k | 73.03 |
| 2023-03-31 | $710k | 10k | 69.92 |
| 2022-12-31 | $684k | 10k | 67.45 |
| 2022-09-30 | $631k | 10k | 62.19 |
| 2022-06-30 | $656k | 10k | 64.65 |
| 2022-03-31 | $791k | 10k | 77.95 |
| 2021-12-31 | $842k | 10k | 82.98 |
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