iShares Russell Midcap Index Fund shares owned by New England Guild Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by New England Guild Wealth Advisors
from 13F filings
Historical chart of New England Guild Wealth Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by New England Guild Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $1.0M | 15k | 67.46 |
| 2022-09-30 | $959k | 15k | 62.14 |
| 2022-06-30 | $998k | 15k | 64.67 |
| 2022-03-31 | $1.2M | 15k | 78.02 |
| 2021-12-31 | $1.3M | 15k | 83.01 |
| 2021-09-30 | $1.2M | 15k | 78.21 |
| 2021-06-30 | $1.2M | 15k | 79.25 |
| 2021-03-31 | $1.1M | 15k | 73.94 |
| 2020-12-31 | $1.1M | 15k | 68.56 |
| 2020-09-30 | $885k | 15k | 57.35 |
| 2020-06-30 | $827k | 15k | 53.59 |
| 2020-03-31 | $666k | 15k | 43.16 |
| 2019-12-31 | $920k | 15k | 59.62 |
| 2019-09-30 | $863k | 15k | 55.92 |
| 2019-06-30 | $862k | 15k | 55.86 |
| 2019-03-31 | $833k | 15k | 53.98 |
| 2018-12-31 | $717k | 15k | 46.46 |
| 2018-09-30 | $882k | 4.0k | 220.61 |
| 2018-06-30 | $848k | 4.0k | 212.11 |
| 2018-03-31 | $825k | 4.0k | 206.35 |
| 2017-12-31 | $832k | 4.0k | 208.10 |
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