iShares Russell Midcap Index Fund shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 3.3k | 96.54 |
| 2025-06-30 | $394k | 4.3k | 91.97 |
| 2025-03-31 | $923k | 11k | 85.07 |
| 2024-12-31 | $377k | 4.3k | 88.40 |
| 2024-09-30 | $770k | 8.7k | 88.14 |
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