iShares Russell Midcap Index Fund shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $359k | 4.1k | 88.15 |
| 2024-06-30 | $330k | 4.1k | 81.09 |
| 2024-03-31 | $342k | 4.1k | 84.10 |
| 2023-12-31 | $316k | 4.1k | 77.74 |
| 2023-09-30 | $285k | 4.1k | 69.26 |
| 2023-06-30 | $317k | 4.3k | 73.04 |
| 2023-03-31 | $302k | 4.3k | 69.93 |
| 2022-12-31 | $291k | 4.3k | 67.46 |
| 2022-09-30 | $266k | 4.3k | 62.18 |
| 2022-06-30 | $277k | 4.3k | 64.75 |
| 2022-03-31 | $333k | 4.3k | 78.06 |
| 2021-12-31 | $353k | 4.3k | 82.94 |
| 2021-09-30 | $331k | 4.2k | 78.20 |
| 2021-06-30 | $335k | 4.2k | 79.14 |
| 2021-03-31 | $312k | 4.2k | 73.99 |
| 2020-12-31 | $304k | 4.4k | 68.48 |
| 2020-09-30 | $267k | 4.7k | 57.42 |
| 2020-06-30 | $248k | 4.6k | 53.49 |
| 2020-03-31 | $204k | 4.7k | 43.23 |
| 2019-12-31 | $288k | 4.8k | 59.58 |
| 2019-09-30 | $269k | 4.8k | 56.01 |
| 2019-06-30 | $268k | 4.8k | 55.80 |
| 2019-03-31 | $258k | 4.8k | 53.86 |
| 2018-12-31 | $222k | 4.8k | 46.47 |
| 2018-09-30 | $267k | 1.2k | 220.30 |
| 2018-06-30 | $256k | 1.2k | 211.92 |
| 2018-03-31 | $249k | 1.2k | 206.13 |
| 2017-12-31 | $251k | 1.2k | 208.30 |
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