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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

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20250.5M1M1.5M2M2.5M10k20k30k
Value ($)Share countHistorical IWR position of Fundamentun Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell Midcap Index Fund held by Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
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