iShares Russell Midcap Index Fund shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
from 13F filings
Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in iShares Russell Midcap Index Fund
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All positions including iShares Russell Midcap Index Fund held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $272k | 3.1k | 88.14 |
| 2024-06-30 | $250k | 3.1k | 81.08 |
| 2024-03-31 | $259k | 3.1k | 84.09 |
| 2023-12-31 | $240k | 3.1k | 77.73 |
| 2023-09-30 | $214k | 3.1k | 69.25 |
| 2023-06-30 | $225k | 3.1k | 73.03 |
| 2023-03-31 | $216k | 3.1k | 69.92 |
| 2022-12-31 | $208k | 3.1k | 67.45 |
| 2022-03-31 | $241k | 3.1k | 78.15 |
| 2021-12-31 | $256k | 3.1k | 83.01 |
| 2021-09-30 | $241k | 3.1k | 78.15 |
| 2021-06-30 | $244k | 3.1k | 79.12 |
| 2021-03-31 | $228k | 3.1k | 73.93 |
| 2020-12-31 | $211k | 3.1k | 68.42 |
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