iShares Russell Midcap Index Fund shares owned by Forum Private Client Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $615k | 7.0k | 88.15 |
| 2024-03-31 | $762k | 9.1k | 84.09 |
| 2023-12-31 | $927k | 12k | 77.73 |
| 2023-06-30 | $1.0M | 14k | 73.03 |
| 2023-03-31 | $1.0M | 15k | 69.92 |
| 2022-12-31 | $1.0M | 15k | 67.45 |
| 2022-09-30 | $927k | 15k | 62.18 |
| 2022-06-30 | $964k | 15k | 64.66 |
| 2022-03-31 | $699k | 9.0k | 78.02 |
More positions owned by Forum Private Client Group
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