iShares Russell Midcap Index Fund shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 29k | 84.09 |
| 2023-12-31 | $2.3M | 29k | 77.73 |
| 2023-09-30 | $2.0M | 29k | 69.25 |
| 2023-06-30 | $2.2M | 30k | 73.03 |
| 2023-03-31 | $1.6M | 24k | 69.92 |
| 2022-12-31 | $1.6M | 24k | 67.45 |
| 2022-09-30 | $1.4M | 22k | 62.14 |
| 2022-06-30 | $1.3M | 20k | 64.65 |
| 2022-03-31 | $477k | 6.1k | 77.99 |
| 2021-12-31 | $501k | 6.0k | 82.96 |
| 2021-09-30 | $440k | 5.6k | 78.10 |
| 2021-06-30 | $343k | 4.3k | 79.23 |
| 2021-03-31 | $228k | 3.1k | 73.79 |
| 2020-12-31 | $213k | 2.9k | 73.22 |
Top funds holding iShares Russell Midcap Index Fund
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