iShares Russell Midcap Index Fund shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $883k | 11k | 84.09 |
| 2023-12-31 | $816k | 11k | 77.73 |
| 2023-09-30 | $727k | 11k | 69.25 |
| 2023-06-30 | $765k | 11k | 72.87 |
| 2023-03-31 | $738k | 11k | 69.92 |
| 2022-12-31 | $712k | 11k | 67.45 |
| 2022-09-30 | $657k | 11k | 62.13 |
| 2022-06-30 | $680k | 11k | 64.64 |
| 2022-03-31 | $819k | 11k | 78.00 |
| 2021-12-31 | $872k | 11k | 83.05 |
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