iShares Russell Midcap Index Fund shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $201k | 1.8k | 110.32 |
| 2021-06-30 | $32k | 400 | 80.00 |
| 2021-03-31 | $30k | 400 | 75.00 |
| 2020-12-31 | $27k | 400 | 67.50 |
| 2020-09-30 | $23k | 400 | 57.50 |
| 2020-06-30 | $21k | 400 | 52.50 |
| 2020-03-31 | $17k | 400 | 42.50 |
| 2019-12-31 | $23k | 400 | 57.50 |
| 2019-09-30 | $22k | 400 | 55.00 |
| 2019-06-30 | $22k | 400 | 55.00 |
| 2019-03-31 | $22k | 400 | 55.00 |
| 2018-12-31 | $43k | 940 | 45.74 |
| 2018-09-30 | $52k | 235 | 221.28 |
| 2018-06-30 | $49k | 235 | 208.51 |
| 2018-03-31 | $49k | 235 | 208.51 |
| 2017-12-31 | $49k | 235 | 208.51 |
| 2017-09-30 | $46k | 235 | 195.74 |
| 2017-06-30 | $98k | 510 | 192.16 |
| 2017-03-31 | $95k | 510 | 186.27 |
| 2016-12-31 | $109k | 610 | 178.69 |
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