iShares Russell Midcap Index Fund shares owned by Simplicity Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth 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 Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell Midcap Index Fund by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 14k | 96.55 |
| 2025-06-30 | $1.3M | 14k | 91.97 |
| 2025-03-31 | $1.1M | 13k | 85.07 |
| 2024-12-31 | $1.1M | 12k | 88.40 |
| 2024-09-30 | $1.1M | 12k | 88.14 |
| 2024-06-30 | $7.8M | 96k | 81.08 |
| 2024-03-31 | $6.9M | 82k | 84.09 |
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