iShares Russell Midcap Index Fund shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 23k | 88.14 |
| 2024-03-31 | $1.3M | 15k | 84.09 |
| 2023-12-31 | $1.2M | 15k | 77.73 |
| 2023-09-30 | $1.0M | 15k | 69.25 |
| 2023-06-30 | $1.1M | 15k | 73.03 |
| 2023-03-31 | $1.0M | 15k | 69.92 |
| 2022-12-31 | $1.0M | 15k | 67.45 |
| 2022-09-30 | $932k | 15k | 62.13 |
| 2022-06-30 | $970k | 15k | 64.66 |
| 2022-03-31 | $1.2M | 15k | 78.06 |
| 2021-12-31 | $1.2M | 15k | 82.99 |
| 2021-09-30 | $1.2M | 15k | 78.23 |
| 2021-06-30 | $1.2M | 15k | 79.21 |
| 2021-03-31 | $1.1M | 16k | 73.94 |
| 2020-12-31 | $1.1M | 16k | 68.58 |
| 2020-09-30 | $888k | 16k | 57.39 |
| 2020-06-30 | $832k | 16k | 53.60 |
| 2020-03-31 | $668k | 16k | 43.17 |
| 2019-12-31 | $955k | 16k | 59.62 |
| 2019-09-30 | $896k | 16k | 55.94 |
| 2019-06-30 | $895k | 16k | 55.87 |
| 2019-03-31 | $864k | 16k | 53.94 |
| 2018-12-31 | $749k | 16k | 46.49 |
| 2018-09-30 | $888k | 4.0k | 220.46 |
| 2018-06-30 | $788k | 3.7k | 212.23 |
| 2018-03-31 | $769k | 3.7k | 206.39 |
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