iShares Russell Midcap Index Fund shares owned by Fundamentun
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Fundamentun
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 60k | 96.55 |
| 2025-06-30 | $649k | 7.1k | 91.97 |
| 2025-03-31 | $600k | 7.1k | 85.08 |
| 2024-12-31 | $623k | 7.0k | 88.40 |
| 2024-09-30 | $621k | 7.0k | 88.15 |
| 2024-06-30 | $574k | 7.1k | 81.08 |
| 2024-03-31 | $822k | 9.8k | 84.10 |
| 2023-12-31 | $1.4M | 18k | 77.73 |
| 2023-09-30 | $1.1M | 16k | 69.25 |
| 2023-06-30 | $1.2M | 16k | 73.03 |
| 2023-03-31 | $1.2M | 17k | 69.92 |
| 2022-12-31 | $1.2M | 18k | 67.45 |
| 2022-09-30 | $1.2M | 19k | 62.16 |
| 2022-06-30 | $1.1M | 18k | 64.68 |
| 2022-03-31 | $1.4M | 18k | 78.04 |
| 2021-12-31 | $2.6M | 31k | 83.00 |
| 2021-09-30 | $2.4M | 30k | 78.21 |
| 2021-06-30 | $452k | 5.7k | 79.30 |
| 2021-03-31 | $373k | 5.0k | 74.02 |
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