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iShares Russell Midcap Index Fund shares owned by Legacy Edge Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Legacy Edge Advisors from 13F filings

Historical chart of Legacy Edge 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 Edge Advisors 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 Legacy Edge Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $42M 381k 110.32
2026-03-31 $36M 369k 97.23
2025-12-31 $32M 331k 96.27
2025-09-30 $29M 304k 96.55
2025-06-30 $25M 275k 91.97
2025-03-31 $3.1M 36k 85.07
2024-12-31 $3.2M 36k 88.43
2024-09-30 $2.9M 33k 88.14
2024-06-30 $2.5M 31k 81.08
2024-03-31 $2.2M 27k 84.09
2023-12-31 $2.1M 27k 77.73