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iShares Russell Midcap Index Fund shares owned by Shelton Wealth Management

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

Historical chart of Shelton Wealth Management 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 Shelton Wealth Management 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 73k 88.14
2024-06-30 $6.4M 79k 81.08
2024-03-31 $7.4M 88k 84.09
2023-09-30 $9.1M 132k 69.25
2023-06-30 $9.7M 133k 73.03
2023-03-31 $9.3M 133k 69.92
2022-12-31 $10M 151k 67.45
2022-09-30 $9.9M 159k 62.15
2022-06-30 $10M 159k 64.66
2022-03-31 $12M 155k 78.04
2021-12-31 $12M 139k 83.01