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iShares Russell Midcap Index Fund shares owned by LWS Wealth Advisors

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

Historical chart of LWS Wealth 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 LWS Wealth 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 LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $298k 3.8k 77.71
2023-09-30 $271k 3.9k 69.17
2023-06-30 $284k 3.9k 72.90
2023-03-31 $272k 3.9k 69.94
2022-12-31 $305k 4.5k 67.45
2022-09-30 $527k 8.5k 62.18
2022-06-30 $678k 11k 64.65
2019-12-31 $175k 2.9k 59.58