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iShares Russell Midcap Index Fund shares owned by Southern Capital Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Southern Capital Advisors from 13F filings

Historical chart of Southern Capital Advisors 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 Southern Capital Advisors 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 Southern Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 17k 84.09
2023-12-31 $1.2M 16k 77.73
2023-09-30 $914k 13k 69.25
2023-06-30 $998k 14k 73.03
2023-03-31 $910k 13k 69.92
2022-12-31 $809k 12k 67.45
2022-09-30 $918k 15k 62.14
2022-06-30 $941k 15k 64.66
2022-03-31 $1.1M 14k 78.06
2021-12-31 $767k 9.2k 83.00