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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All positions including iShares Russell Midcap Index Fund held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data
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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 |
|---|---|---|---|
| 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 |
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