iShares Russell Midcap Index Fund shares owned by Oliver Luxxe Assets
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Oliver Luxxe Assets
from 13F filings
Historical chart of Oliver Luxxe Assets investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Oliver Luxxe Assets
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 25k | 88.40 |
| 2024-09-30 | $2.2M | 25k | 88.14 |
| 2024-06-30 | $2.0M | 25k | 81.08 |
| 2024-03-31 | $2.1M | 25k | 84.09 |
| 2023-12-31 | $2.0M | 26k | 77.73 |
| 2023-09-30 | $1.6M | 23k | 69.25 |
| 2023-06-30 | $1.7M | 24k | 73.03 |
| 2023-03-31 | $1.7M | 25k | 69.92 |
| 2022-12-31 | $1.4M | 21k | 67.45 |
| 2022-09-30 | $1.3M | 21k | 62.14 |
| 2022-06-30 | $1.3M | 21k | 64.66 |
| 2022-03-31 | $1.6M | 21k | 78.06 |
| 2021-12-31 | $1.6M | 21k | 78.20 |
| 2021-09-30 | $1.6M | 21k | 78.20 |
| 2021-06-30 | $1.6M | 21k | 79.24 |
| 2021-03-31 | $1.4M | 19k | 73.92 |
| 2020-12-31 | $1.3M | 18k | 70.63 |
| 2020-09-30 | $994k | 17k | 57.38 |
| 2020-06-30 | $851k | 16k | 53.60 |
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