iShares Russell Midcap Index Fund shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 36k | 88.14 |
| 2024-06-30 | $2.9M | 36k | 81.08 |
| 2023-12-31 | $2.9M | 37k | 77.73 |
| 2023-09-30 | $2.7M | 39k | 69.26 |
| 2023-06-30 | $2.6M | 36k | 73.03 |
| 2023-03-31 | $2.5M | 36k | 69.93 |
| 2022-12-31 | $2.5M | 37k | 67.44 |
| 2022-09-30 | $2.2M | 36k | 62.14 |
| 2022-06-30 | $2.5M | 39k | 64.66 |
| 2022-03-31 | $3.1M | 40k | 78.03 |
| 2021-12-31 | $3.4M | 41k | 83.01 |
| 2021-09-30 | $3.5M | 45k | 78.23 |
| 2021-06-30 | $1.3M | 16k | 81.01 |
| 2021-03-31 | $997k | 14k | 73.96 |
| 2020-12-31 | $924k | 14k | 68.54 |
| 2020-09-30 | $774k | 14k | 57.41 |
| 2020-06-30 | $723k | 14k | 53.63 |
| 2020-03-31 | $582k | 14k | 43.17 |
| 2019-12-31 | $799k | 13k | 59.64 |
| 2019-09-30 | $746k | 13k | 55.93 |
| 2019-06-30 | $742k | 13k | 55.84 |
| 2019-03-31 | $714k | 13k | 53.92 |
| 2018-12-31 | $613k | 13k | 46.45 |
| 2018-09-30 | $720k | 3.3k | 220.45 |
| 2018-06-30 | $690k | 3.3k | 212.11 |
| 2018-03-31 | $2.4M | 12k | 206.47 |
| 2017-12-31 | $2.4M | 12k | 208.11 |
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