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iShares Russell Midcap Index Fund shares owned by Plum Street Advisors

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

Historical chart of Plum Street 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 Plum Street 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 Plum Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 17k 96.55
2025-06-30 $1.6M 17k 91.97
2025-03-31 $1.4M 17k 85.07
2024-12-31 $1.5M 17k 88.40
2024-09-30 $1.5M 17k 88.14
2024-06-30 $1.4M 17k 81.08
2024-03-31 $1.5M 17k 88.14
2023-12-31 $1.3M 17k 77.73