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iShares Russell Midcap Index Fund shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors 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 Perennial Investment Advisors 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 20k 69.25
2023-06-30 $1.4M 20k 73.03
2023-03-31 $1.4M 20k 69.92
2022-12-31 $1.2M 17k 67.45
2022-09-30 $1.1M 17k 62.15
2022-06-30 $1.1M 17k 64.77
2022-03-31 $1.4M 18k 78.06
2021-12-31 $1.4M 17k 83.01
2021-09-30 $1.1M 15k 78.16
2021-06-30 $1.1M 13k 79.25
2021-03-31 $976k 13k 73.91
2020-12-31 $801k 12k 68.51
2020-09-30 $653k 11k 57.43
2020-06-30 $608k 11k 53.59
2020-03-31 $445k 10k 43.15
2019-12-31 $636k 11k 59.60