iShares Russell Midcap Index Fund shares owned by MBL Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth 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 MBL Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell Midcap Index Fund by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 18k | 96.55 |
| 2025-06-30 | $1.7M | 18k | 91.97 |
| 2025-03-31 | $1.6M | 18k | 85.07 |
| 2024-12-31 | $1.6M | 18k | 88.40 |
| 2024-09-30 | $1.6M | 18k | 88.14 |
| 2024-06-30 | $1.5M | 19k | 81.08 |
| 2024-03-31 | $1.6M | 20k | 84.09 |
| 2023-12-31 | $1.5M | 20k | 77.73 |
| 2023-09-30 | $1.4M | 20k | 69.25 |
| 2023-06-30 | $1.5M | 20k | 73.03 |
| 2023-03-31 | $1.4M | 21k | 69.92 |
| 2022-12-31 | $1.4M | 21k | 67.44 |
| 2022-09-30 | $1.3M | 21k | 62.14 |
| 2022-06-30 | $1.4M | 21k | 64.64 |
| 2022-03-31 | $1.6M | 21k | 78.05 |
| 2021-03-31 | $740k | 10k | 73.90 |
| 2020-12-31 | $669k | 9.8k | 68.52 |
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