iShares Russell Midcap Index Fund shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $547k | 5.7k | 96.54 |
| 2025-06-30 | $531k | 5.8k | 91.97 |
| 2025-03-31 | $490k | 5.8k | 85.07 |
| 2024-12-31 | $417k | 4.7k | 88.40 |
| 2024-09-30 | $415k | 4.7k | 88.14 |
| 2024-06-30 | $381k | 4.7k | 81.08 |
| 2024-03-31 | $384k | 4.6k | 84.09 |
| 2023-12-31 | $265k | 3.4k | 77.74 |
| 2023-09-30 | $234k | 3.4k | 69.24 |
| 2023-06-30 | $256k | 3.5k | 73.03 |
| 2023-03-31 | $245k | 3.5k | 69.92 |
| 2022-12-31 | $235k | 3.5k | 67.45 |
| 2022-09-30 | $215k | 3.5k | 62.19 |
| 2022-06-30 | $417k | 6.5k | 64.64 |
| 2022-03-31 | $263k | 3.4k | 76.28 |
| 2021-12-31 | $286k | 3.4k | 83.14 |
| 2021-09-30 | $272k | 3.5k | 78.34 |
| 2021-06-30 | $261k | 3.3k | 79.24 |
| 2021-03-31 | $243k | 3.3k | 74.06 |
| 2020-12-31 | $225k | 3.3k | 68.58 |
| 2016-12-31 | $97k | 545 | 177.98 |
| 2016-09-30 | $95k | 545 | 174.31 |
| 2016-06-30 | $92k | 545 | 168.81 |
| 2016-03-31 | $89k | 545 | 163.30 |
| 2015-12-31 | $72k | 448 | 160.71 |
| 2015-09-30 | $70k | 448 | 156.25 |
| 2015-06-30 | $76k | 448 | 169.64 |
| 2015-03-31 | $78k | 448 | 174.11 |
| 2014-12-31 | $75k | 448 | 167.41 |
| 2014-09-30 | $71k | 448 | 158.48 |
| 2014-06-30 | $73k | 448 | 162.95 |
| 2014-03-31 | $2.1M | 29k | 73.34 |
| 2013-12-31 | $67k | 448 | 149.55 |
| 2013-09-30 | $62k | 448 | 138.39 |
| 2013-06-30 | $58k | 448 | 129.46 |
| 2013-03-31 | $57k | 448 | 127.23 |
| 2012-12-31 | $88k | 777 | 113.26 |
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