iShares Russell Midcap Index Fund shares owned by Fulcrum Capital
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Fulcrum Capital
from 13F filings
Historical chart of Fulcrum Capital investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Fulcrum Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 17k | 96.55 |
| 2025-06-30 | $1.7M | 19k | 91.97 |
| 2025-03-31 | $1.8M | 21k | 85.07 |
| 2024-12-31 | $2.1M | 23k | 88.40 |
| 2024-09-30 | $2.0M | 23k | 88.14 |
| 2024-06-30 | $1.9M | 23k | 81.08 |
| 2024-03-31 | $2.0M | 23k | 84.09 |
| 2023-12-31 | $1.8M | 23k | 77.73 |
| 2023-09-30 | $1.9M | 27k | 69.25 |
| 2023-06-30 | $2.0M | 27k | 73.03 |
| 2023-03-31 | $1.9M | 28k | 69.92 |
| 2022-12-31 | $1.9M | 28k | 67.45 |
| 2022-09-30 | $1.7M | 28k | 62.14 |
| 2022-06-30 | $1.8M | 28k | 64.65 |
| 2022-03-31 | $2.1M | 28k | 78.04 |
| 2021-12-31 | $2.3M | 28k | 83.02 |
| 2021-09-30 | $2.2M | 28k | 78.22 |
| 2021-06-30 | $2.2M | 28k | 79.24 |
| 2021-03-31 | $2.0M | 28k | 73.92 |
| 2020-03-31 | $4.5M | 104k | 43.17 |
| 2019-12-31 | $7.5M | 126k | 59.62 |
| 2019-09-30 | $25 | 129k | 0.00 |
| 2019-06-30 | $7.4M | 132k | 55.87 |
| 2019-03-31 | $7.5M | 140k | 53.95 |
| 2018-12-31 | $6.5M | 140k | 46.48 |
| 2018-09-30 | $7.1M | 32k | 220.51 |
| 2018-06-30 | $6.8M | 32k | 212.12 |
| 2018-03-31 | $6.7M | 32k | 206.44 |
| 2017-12-31 | $6.9M | 33k | 208.14 |
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