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iShares Russell Midcap Index Fund shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 16k 88.14
2024-06-30 $1.4M 18k 81.08
2024-03-31 $223k 1.2k 179.12
2023-12-31 $1.3M 17k 77.81
2023-09-30 $1.3M 19k 69.25
2023-06-30 $2.3M 31k 73.03
2023-03-31 $1.3M 19k 69.92
2022-12-31 $1.6M 23k 67.45