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iShares Russell Midcap Index Fund shares owned by St. Clair Advisors

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

Historical chart of St. Clair 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 St. Clair 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 St. Clair Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 25k 96.27
2025-09-30 $2.2M 22k 96.55
2025-06-30 $2.0M 22k 91.97
2025-03-31 $2.0M 23k 85.07
2024-09-30 $2.0M 23k 88.14
2024-06-30 $2.1M 26k 81.08
2024-03-31 $2.2M 26k 84.09
2023-12-31 $4.0M 51k 77.73
2023-09-30 $2.0M 29k 69.25
2023-06-30 $2.0M 27k 73.03
2023-03-31 $2.0M 28k 69.92
2022-12-31 $1.9M 28k 67.45
2022-09-30 $1.7M 28k 62.15
2022-06-30 $1.9M 30k 64.66
2022-03-31 $2.3M 29k 78.04
2021-12-31 $5.0M 61k 83.01
2021-09-30 $2.3M 29k 78.22
2021-06-30 $2.3M 29k 79.24
2021-03-31 $2.1M 29k 73.93
2020-12-31 $2.0M 29k 68.55