iShares Russell Midcap Index Fund shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 43k | 84.09 |
| 2023-12-31 | $3.3M | 42k | 77.73 |
| 2023-09-30 | $2.8M | 41k | 69.25 |
| 2023-06-30 | $3.0M | 41k | 73.03 |
| 2023-03-31 | $3.0M | 42k | 69.92 |
| 2022-12-31 | $2.9M | 43k | 67.46 |
| 2022-09-30 | $2.8M | 45k | 62.14 |
| 2022-06-30 | $2.8M | 44k | 64.67 |
| 2022-03-31 | $3.4M | 44k | 78.03 |
| 2021-12-31 | $3.5M | 42k | 83.01 |
| 2021-09-30 | $3.0M | 39k | 78.21 |
| 2021-06-30 | $2.4M | 30k | 79.23 |
| 2021-03-31 | $2.1M | 28k | 73.92 |
| 2020-12-31 | $2.0M | 29k | 68.54 |
| 2020-09-30 | $1.6M | 29k | 57.37 |
| 2020-06-30 | $1.7M | 31k | 53.58 |
| 2020-03-31 | $1.3M | 30k | 43.16 |
| 2019-12-31 | $1.8M | 30k | 59.62 |
| 2019-09-30 | $1.7M | 31k | 55.96 |
| 2019-06-30 | $1.9M | 35k | 55.87 |
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