iShares Russell Midcap Index Fund shares owned by Heritage Trust
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in iShares Russell Midcap Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell Midcap Index Fund held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Index Fund by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 96.55 |
| 2025-06-30 | $1.1M | 12k | 91.97 |
| 2025-03-31 | $977k | 12k | 85.07 |
| 2024-12-31 | $1.0M | 12k | 88.40 |
| 2024-06-30 | $933k | 12k | 81.08 |
| 2024-03-31 | $1.0M | 12k | 84.09 |
| 2023-12-31 | $942k | 12k | 77.73 |
| 2023-09-30 | $859k | 12k | 69.25 |
| 2023-06-30 | $908k | 12k | 73.03 |
| 2023-03-31 | $869k | 12k | 69.92 |
| 2022-12-31 | $854k | 13k | 67.45 |
| 2022-09-30 | $794k | 13k | 62.16 |
| 2022-06-30 | $835k | 13k | 64.65 |
| 2022-03-31 | $1.0M | 13k | 78.03 |
| 2021-12-31 | $1.1M | 13k | 83.00 |
| 2021-09-30 | $1.1M | 14k | 78.24 |
| 2021-06-30 | $1.1M | 14k | 79.21 |
| 2021-03-31 | $1.1M | 14k | 73.95 |
| 2020-12-31 | $1.1M | 15k | 68.56 |
| 2018-12-31 | $14k | 302 | 46.36 |
Top funds holding iShares Russell Midcap Index Fund
View all funds holding iShares Russell Midcap Index Fund