iShares Russell Midcap Index Fund shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.3M | 87k | 95.16 |
| 2025-06-30 | $7.9M | 85k | 93.16 |
| 2025-03-31 | $6.9M | 81k | 85.07 |
| 2024-12-31 | $6.7M | 76k | 88.40 |
| 2024-09-30 | $6.8M | 77k | 88.14 |
| 2024-06-30 | $8.6M | 106k | 81.08 |
| 2024-03-31 | $8.6M | 107k | 80.20 |
| 2023-12-31 | $8.0M | 103k | 77.73 |
| 2023-09-30 | $3.9M | 56k | 69.25 |
| 2023-06-30 | $3.4M | 46k | 73.03 |
| 2023-03-31 | $490k | 7.0k | 69.92 |
| 2022-12-31 | $247k | 3.7k | 67.46 |
| 2022-09-30 | $643k | 10k | 62.14 |
| 2022-06-30 | $626k | 9.7k | 64.69 |
| 2022-03-31 | $470k | 6.0k | 78.05 |
| 2021-12-31 | $486k | 5.9k | 82.94 |
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