iShares Russell Midcap Index Fund shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $405k | 4.6k | 88.14 |
| 2024-06-30 | $373k | 4.6k | 81.08 |
| 2024-03-31 | $387k | 4.6k | 84.09 |
| 2023-12-31 | $358k | 4.6k | 77.73 |
| 2023-09-30 | $319k | 4.6k | 69.25 |
| 2023-06-30 | $336k | 4.6k | 73.03 |
| 2023-03-31 | $322k | 4.6k | 69.92 |
| 2022-12-31 | $310k | 4.6k | 67.45 |
| 2022-09-30 | $286k | 4.6k | 62.17 |
| 2022-06-30 | $297k | 4.6k | 64.57 |
| 2022-03-31 | $359k | 4.6k | 78.04 |
| 2021-12-31 | $382k | 4.6k | 83.04 |
| 2021-09-30 | $360k | 4.6k | 78.26 |
| 2021-06-30 | $365k | 4.6k | 79.35 |
| 2021-03-31 | $340k | 4.6k | 73.91 |
| 2020-12-31 | $315k | 4.6k | 68.48 |
| 2020-09-30 | $264k | 4.6k | 57.39 |
| 2020-06-30 | $247k | 4.6k | 53.70 |
| 2019-12-31 | $274k | 4.6k | 59.57 |
| 2019-09-30 | $257k | 4.6k | 55.87 |
| 2019-03-31 | $248k | 4.6k | 53.91 |
| 2018-12-31 | $214k | 4.6k | 46.52 |
| 2018-09-30 | $254k | 1.2k | 220.87 |
| 2018-03-31 | $237k | 1.2k | 206.09 |
| 2017-12-31 | $239k | 1.2k | 207.83 |
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