iShares Russell Midcap Index Fund shares owned by Naples Global Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 23k | 77.73 |
| 2023-09-30 | $1.6M | 23k | 69.55 |
| 2023-06-30 | $1.7M | 23k | 73.03 |
| 2023-03-31 | $1.8M | 25k | 69.92 |
| 2022-12-31 | $1.9M | 28k | 67.45 |
| 2022-09-30 | $1.7M | 28k | 62.16 |
| 2022-06-30 | $1.7M | 27k | 64.65 |
| 2022-03-31 | $2.1M | 27k | 78.02 |
| 2021-12-31 | $2.2M | 27k | 83.02 |
| 2021-09-30 | $2.1M | 27k | 78.22 |
| 2021-06-30 | $2.0M | 25k | 79.23 |
| 2021-03-31 | $1.6M | 22k | 73.91 |
| 2020-12-31 | $1.5M | 22k | 68.57 |
| 2020-09-30 | $1.6M | 28k | 57.37 |
| 2020-06-30 | $1.4M | 26k | 53.61 |
| 2020-03-31 | $1.1M | 27k | 43.16 |
| 2019-12-31 | $1.6M | 27k | 59.62 |
| 2019-09-30 | $1.4M | 25k | 55.94 |
| 2019-06-30 | $1.4M | 25k | 55.89 |
| 2019-03-31 | $1.4M | 25k | 53.95 |
| 2018-12-31 | $612k | 13k | 48.88 |
| 2018-09-30 | $1.0M | 4.8k | 212.22 |
| 2018-06-30 | $1.0M | 4.8k | 212.22 |
| 2018-03-31 | $997k | 4.8k | 206.42 |
| 2017-12-31 | $984k | 4.7k | 208.03 |
| 2017-09-30 | $933k | 4.7k | 197.25 |
| 2017-06-30 | $920k | 4.8k | 192.07 |
| 2017-03-31 | $859k | 4.6k | 187.15 |
| 2016-12-31 | $696k | 3.9k | 178.92 |
| 2016-09-30 | $608k | 3.5k | 174.21 |
| 2016-06-30 | $587k | 3.5k | 168.19 |
| 2016-03-31 | $569k | 3.5k | 163.04 |
| 2015-12-31 | $371k | 2.3k | 160.26 |
| 2015-09-30 | $204k | 1.3k | 155.49 |
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