iShares Russell Midcap Index Fund shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in iShares Russell Midcap Index Fund
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All positions including iShares Russell Midcap Index Fund held by Guardian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell Midcap Index Fund by Guardian Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.2M | 37k | 88.14 |
2024-06-30 | $3.5M | 43k | 81.08 |
2024-03-31 | $4.0M | 48k | 84.09 |
2023-12-31 | $3.8M | 49k | 77.73 |
2023-09-30 | $3.3M | 48k | 69.25 |
2023-06-30 | $3.7M | 51k | 73.03 |
2023-03-31 | $3.6M | 52k | 69.92 |
2022-12-31 | $3.5M | 52k | 67.45 |
2022-09-30 | $609k | 9.8k | 62.16 |
2022-06-30 | $3.5M | 55k | 64.66 |
2022-03-31 | $4.2M | 53k | 78.04 |
2021-12-31 | $4.4M | 53k | 83.01 |
2021-09-30 | $4.1M | 52k | 78.22 |
2021-06-30 | $4.3M | 55k | 79.24 |
2021-03-31 | $3.9M | 52k | 73.94 |
2020-12-31 | $3.6M | 52k | 68.54 |
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