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iShares Russell Midcap Index Fund shares owned by North Star Investment Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by North Star Investment Management from 13F filings

Historical chart of North Star Investment Management investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by North Star Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by North Star Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $933k 9.7k 96.55
2025-06-30 $873k 9.5k 91.97
2025-03-31 $807k 9.5k 85.07
2024-12-31 $839k 9.5k 88.40
2024-09-30 $836k 9.5k 88.14
2024-06-30 $769k 9.5k 81.08
2024-03-31 $798k 9.5k 84.09
2023-12-31 $644k 8.3k 77.73
2023-09-30 $574k 8.3k 69.25
2023-06-30 $605k 8.3k 73.03
2023-03-31 $580k 8.3k 69.92
2022-12-31 $559k 8.3k 67.45
2022-09-30 $479k 7.7k 62.10
2022-06-30 $499k 7.7k 64.70
2022-03-31 $719k 9.2k 78.04
2021-12-31 $764k 9.2k 83.04
2021-09-30 $720k 9.2k 78.26
2021-06-30 $729k 9.2k 79.24
2021-03-31 $680k 9.2k 73.91
2020-12-31 $631k 9.2k 68.59
2020-09-30 $528k 9.2k 57.39
2020-06-30 $493k 9.2k 53.59
2020-03-31 $397k 9.2k 43.15
2019-12-31 $558k 9.4k 59.67
2019-09-30 $523k 9.4k 55.92
2019-06-30 $522k 9.4k 55.82
2019-03-31 $505k 9.4k 54.00
2018-12-31 $435k 9.4k 46.51
2018-09-30 $516k 2.3k 220.70
2018-06-30 $496k 2.3k 212.15
2018-03-31 $483k 2.3k 206.59
2017-12-31 $487k 2.3k 208.30
2017-09-30 $461k 2.3k 197.18
2017-06-30 $449k 2.3k 192.04
2017-03-31 $438k 2.3k 187.34
2016-12-31 $418k 2.3k 178.79
2016-09-30 $408k 2.3k 174.51
2016-06-30 $393k 2.3k 168.09
2016-03-31 $381k 2.3k 162.96
2015-12-31 $375k 2.3k 160.39
2015-09-30 $364k 2.3k 155.69
2015-06-30 $398k 2.3k 170.23
2015-03-31 $405k 2.3k 173.22
2014-12-31 $391k 2.3k 167.24
2014-09-30 $370k 2.3k 158.25
2014-06-30 $380k 2.3k 162.53
2014-03-31 $356k 2.3k 154.78
2013-12-31 $345k 2.3k 150.00
2013-09-30 $320k 2.3k 139.13