iShares Russell Midcap Index Fund shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 217k | 96.55 |
| 2025-06-30 | $224k | 21k | 10.87 |
| 2025-03-31 | $20M | 230k | 85.07 |
| 2024-12-31 | $20M | 229k | 88.40 |
| 2024-09-30 | $20M | 231k | 88.14 |
| 2024-06-30 | $19M | 233k | 81.08 |
| 2024-03-31 | $19M | 229k | 84.09 |
| 2023-12-31 | $18M | 231k | 77.73 |
| 2023-09-30 | $13M | 180k | 69.58 |
| 2023-06-30 | $7.5M | 102k | 73.03 |
| 2023-03-31 | $606k | 8.7k | 69.92 |
| 2022-12-31 | $597k | 8.9k | 67.45 |
| 2022-09-30 | $563k | 9.1k | 62.18 |
| 2022-06-30 | $604k | 9.3k | 64.69 |
| 2022-03-31 | $748k | 9.6k | 78.05 |
| 2021-12-31 | $432k | 5.2k | 82.95 |
| 2021-09-30 | $407k | 5.2k | 78.15 |
| 2021-06-30 | $420k | 5.3k | 79.29 |
| 2021-03-31 | $392k | 5.3k | 74.00 |
| 2020-12-31 | $398k | 5.8k | 68.54 |
| 2020-09-30 | $333k | 5.8k | 57.34 |
| 2020-06-30 | $311k | 5.8k | 53.56 |
| 2020-03-31 | $251k | 5.8k | 43.22 |
| 2019-12-31 | $352k | 5.9k | 59.62 |
| 2019-09-30 | $330k | 5.9k | 55.89 |
| 2019-06-30 | $330k | 5.9k | 55.89 |
| 2019-03-31 | $319k | 5.9k | 54.03 |
| 2018-12-31 | $348k | 7.5k | 46.42 |
| 2018-09-30 | $61k | 277 | 220.22 |
| 2018-06-30 | $59k | 277 | 213.00 |
| 2018-03-31 | $57k | 277 | 205.78 |
Top funds holding iShares Russell Midcap Index Fund
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