Legacy Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Legacy Advisors

Quarter filed Position value Share count Share price at filing
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