iShares Russell Midcap Index Fund shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 21k | 77.73 |
| 2023-09-30 | $1.5M | 21k | 69.25 |
| 2023-06-30 | $1.5M | 21k | 73.03 |
| 2023-03-31 | $1.4M | 21k | 67.45 |
| 2022-12-31 | $1.4M | 21k | 67.45 |
| 2022-09-30 | $1.3M | 21k | 62.15 |
| 2022-06-30 | $1.3M | 21k | 64.64 |
| 2022-03-31 | $1.6M | 21k | 78.02 |
| 2021-12-31 | $2.0M | 24k | 83.02 |
| 2021-09-30 | $1.9M | 24k | 78.22 |
| 2021-06-30 | $1.9M | 24k | 79.23 |
| 2021-03-31 | $1.9M | 25k | 73.93 |
| 2020-12-31 | $1.5M | 23k | 68.54 |
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