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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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 |
|---|---|---|---|
| 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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