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iShares Russell Midcap Index Fund shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $993k 12k 84.09
2023-12-31 $918k 12k 77.73
2023-09-30 $635k 9.2k 69.25
2023-06-30 $670k 9.2k 73.03
2023-03-31 $641k 9.2k 69.92
2022-12-31 $619k 9.2k 67.45
2022-09-30 $938k 15k 62.14
2022-06-30 $605k 9.4k 64.68
2022-03-31 $1.8M 23k 78.06
2021-12-31 $789k 9.5k 82.97
2021-09-30 $265k 3.4k 78.29