iShares Russell Midcap Index Fund shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $11M | 103k | 110.32 |
| 2026-03-31 | $1.1M | 11k | 97.23 |
| 2025-12-31 | $929k | 9.7k | 96.27 |
| 2025-06-30 | $100k | 1.1k | 91.96 |
| 2022-09-30 | $348k | 5.6k | 62.20 |
| 2022-06-30 | $371k | 5.7k | 64.66 |
| 2022-03-31 | $677k | 8.7k | 78.09 |
| 2021-12-31 | $680k | 8.2k | 83.03 |
| 2021-09-30 | $636k | 8.1k | 78.17 |
| 2021-06-30 | $645k | 8.1k | 79.28 |
| 2021-03-31 | $581k | 7.9k | 73.87 |
| 2020-03-31 | $443k | 10k | 43.17 |
| 2019-12-31 | $752k | 13k | 59.11 |
| 2019-09-30 | $486k | 8.5k | 57.39 |
| 2019-06-30 | $463k | 8.5k | 54.67 |
| 2019-03-31 | $448k | 8.3k | 53.94 |
| 2018-12-31 | $387k | 7.4k | 52.21 |
| 2018-09-30 | $387k | 7.4k | 52.55 |
| 2018-06-30 | $431k | 2.0k | 212.32 |
| 2018-03-31 | $419k | 2.0k | 206.40 |
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