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iShares Russell Midcap Index Fund shares owned by Lake Street Financial

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Lake Street Financial from 13F filings

Historical chart of Lake Street Financial 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 Financial 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 Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 20k 84.09
2023-12-31 $7.4M 95k 77.73
2023-09-30 $6.5M 94k 69.44
2023-06-30 $6.8M 93k 73.03
2023-03-31 $6.2M 89k 69.92
2022-12-31 $5.7M 85k 67.45
2022-09-30 $5.1M 82k 62.15
2022-06-30 $5.3M 81k 64.66
2022-03-31 $6.3M 81k 78.03
2021-12-31 $6.8M 82k 83.01
2021-09-30 $5.6M 71k 78.22
2021-06-30 $5.4M 68k 79.73
2021-03-31 $5.5M 75k 73.93
2020-12-31 $4.4M 64k 68.55