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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Lake Street Advisors Group 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 Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
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