iShares Russell Midcap Index Fund shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $734k | 8.3k | 88.14 |
| 2024-06-30 | $536k | 6.6k | 81.08 |
| 2024-03-31 | $596k | 7.1k | 84.09 |
| 2023-12-31 | $484k | 6.2k | 77.73 |
| 2023-09-30 | $427k | 6.2k | 69.25 |
| 2023-06-30 | $449k | 6.1k | 73.03 |
| 2023-03-31 | $419k | 6.0k | 69.92 |
| 2022-12-31 | $346k | 5.1k | 67.45 |
| 2022-09-30 | $322k | 5.2k | 62.20 |
| 2022-06-30 | $346k | 5.4k | 64.64 |
| 2022-03-31 | $403k | 5.2k | 78.06 |
| 2021-12-31 | $437k | 5.3k | 83.05 |
| 2021-09-30 | $412k | 5.3k | 78.28 |
| 2021-06-30 | $417k | 5.3k | 79.28 |
| 2021-03-31 | $389k | 5.3k | 73.98 |
| 2020-12-31 | $360k | 5.3k | 68.51 |
| 2020-09-30 | $301k | 5.3k | 57.31 |
| 2020-06-30 | $281k | 5.2k | 53.54 |
| 2020-03-31 | $244k | 5.6k | 43.22 |
| 2019-12-31 | $336k | 5.6k | 59.61 |
| 2019-09-30 | $863k | 15k | 55.93 |
| 2019-06-30 | $870k | 16k | 55.86 |
| 2019-03-31 | $840k | 16k | 53.95 |
| 2018-12-31 | $663k | 14k | 46.48 |
| 2018-09-30 | $929k | 4.2k | 220.51 |
| 2018-06-30 | $946k | 4.5k | 212.06 |
| 2018-03-31 | $776k | 3.8k | 206.33 |
| 2017-12-31 | $705k | 3.4k | 208.27 |
| 2017-09-30 | $677k | 3.4k | 197.15 |
| 2017-06-30 | $515k | 2.7k | 192.09 |
| 2017-03-31 | $502k | 2.7k | 187.24 |
| 2016-12-31 | $396k | 2.2k | 178.86 |
| 2015-03-31 | $49k | 281 | 174.38 |
| 2014-12-31 | $47k | 281 | 167.26 |
| 2014-09-30 | $44k | 281 | 156.58 |
| 2014-06-30 | $43k | 281 | 153.02 |
| 2014-03-31 | $43k | 281 | 153.02 |
| 2013-12-31 | $47k | 311 | 151.13 |
| 2013-09-30 | $39k | 281 | 138.79 |
| 2011-06-30 | $18M | 162k | 108.99 |
| 2011-03-31 | $18M | 162k | 108.99 |
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