iShares Russell Midcap Index Fund shares owned by JSF Financial
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by JSF Financial
from 13F filings
Historical chart of JSF Financial investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by JSF Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 28k | 96.55 |
| 2025-06-30 | $2.6M | 28k | 91.97 |
| 2025-03-31 | $2.4M | 28k | 85.07 |
| 2024-12-31 | $2.5M | 28k | 88.40 |
| 2024-09-30 | $2.6M | 29k | 88.14 |
| 2024-06-30 | $3.4M | 43k | 81.08 |
| 2024-03-31 | $3.9M | 46k | 84.09 |
| 2023-09-30 | $3.3M | 48k | 69.25 |
| 2023-06-30 | $3.8M | 52k | 73.03 |
| 2023-03-31 | $4.0M | 57k | 69.92 |
| 2022-12-31 | $4.6M | 69k | 67.45 |
| 2022-09-30 | $4.0M | 64k | 62.16 |
| 2022-06-30 | $5.8M | 89k | 64.66 |
| 2022-03-31 | $7.8M | 100k | 78.04 |
| 2021-12-31 | $29M | 350k | 83.01 |
| 2021-09-30 | $27M | 340k | 78.22 |
| 2021-06-30 | $20M | 257k | 79.24 |
| 2021-03-31 | $23M | 316k | 73.93 |
| 2020-12-31 | $22M | 322k | 68.55 |
| 2020-09-30 | $19M | 332k | 57.38 |
| 2020-06-30 | $18M | 339k | 53.60 |
| 2020-03-31 | $16M | 380k | 43.17 |
| 2019-12-31 | $5.7M | 96k | 59.62 |
| 2019-09-30 | $5.4M | 97k | 55.95 |
| 2019-06-30 | $5.9M | 105k | 55.87 |
| 2019-03-31 | $5.7M | 105k | 53.95 |
| 2018-12-31 | $5.4M | 116k | 46.48 |
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