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iShares Russell Midcap Index Fund shares owned by Matrix Asset Advisors

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

Historical chart of Matrix Asset 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 Matrix Asset 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 Matrix Asset Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 40k 84.09
2023-12-31 $2.4M 31k 77.73
2023-09-30 $2.0M 29k 69.25
2023-06-30 $1.6M 22k 73.03
2023-03-31 $1.2M 17k 69.92
2022-12-31 $1.1M 16k 67.45
2022-09-30 $377k 6.1k 62.10
2022-06-30 $432k 6.7k 64.66
2022-03-31 $520k 6.7k 78.03
2021-12-31 $449k 5.4k 83.03
2021-09-30 $218k 2.8k 78.36