LJI Wealth Management »

iShares Russell Midcap Index Fund shares owned by LJI Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management 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 LJI Wealth Management 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 155k 88.14
2024-06-30 $12M 146k 81.08
2024-03-31 $12M 142k 84.09
2023-09-30 $9.3M 135k 69.25
2023-06-30 $9.5M 130k 73.03
2023-03-31 $8.8M 126k 69.92
2022-12-31 $8.1M 120k 67.45