iShares Russell Midcap Index Fund shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Smith & Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 43k | 84.09 |
| 2023-12-31 | $3.4M | 44k | 77.73 |
| 2023-09-30 | $2.6M | 37k | 69.25 |
| 2023-06-30 | $2.6M | 36k | 73.03 |
| 2023-03-31 | $2.6M | 38k | 69.92 |
| 2022-12-31 | $2.0M | 30k | 67.45 |
| 2022-09-30 | $1.5M | 24k | 62.15 |
| 2022-06-30 | $1.2M | 18k | 64.67 |
| 2022-03-31 | $744k | 9.5k | 78.05 |
| 2021-12-31 | $663k | 8.0k | 82.97 |
| 2021-09-30 | $533k | 6.8k | 78.27 |
| 2021-06-30 | $723k | 9.1k | 79.21 |
| 2021-03-31 | $720k | 9.7k | 73.89 |
| 2020-12-31 | $715k | 10k | 68.52 |
| 2020-09-30 | $593k | 10k | 57.35 |
| 2020-06-30 | $449k | 8.4k | 53.58 |
| 2020-03-31 | $368k | 8.5k | 43.19 |
| 2019-12-31 | $1.2M | 21k | 59.61 |
| 2019-09-30 | $1.2M | 22k | 55.94 |
| 2019-06-30 | $1.3M | 24k | 55.87 |
| 2019-03-31 | $1.3M | 24k | 53.95 |
| 2018-12-31 | $787k | 17k | 46.49 |
| 2017-09-30 | $0 | 4 | 0.00 |
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