iShares Russell Midcap Index Fund shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 57k | 77.73 |
| 2023-09-30 | $3.8M | 54k | 69.25 |
| 2023-06-30 | $3.7M | 51k | 73.03 |
| 2023-03-31 | $3.6M | 51k | 69.92 |
| 2022-12-31 | $2.0M | 30k | 67.45 |
| 2022-09-30 | $2.1M | 34k | 62.16 |
| 2022-06-30 | $2.1M | 33k | 64.67 |
| 2022-03-31 | $3.1M | 40k | 78.05 |
| 2021-12-31 | $3.3M | 40k | 83.02 |
| 2021-09-30 | $2.6M | 34k | 78.22 |
| 2021-06-30 | $2.3M | 29k | 79.24 |
| 2021-03-31 | $525k | 7.1k | 73.94 |
| 2020-12-31 | $487k | 7.1k | 68.59 |
| 2020-09-30 | $407k | 7.1k | 57.32 |
| 2020-06-30 | $381k | 7.1k | 53.66 |
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