iShares Russell Midcap Index Fund shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 29k | 88.14 |
| 2024-06-30 | $2.3M | 28k | 81.08 |
| 2024-03-31 | $2.4M | 29k | 84.09 |
| 2023-09-30 | $1.8M | 27k | 69.25 |
| 2023-06-30 | $1.9M | 26k | 73.03 |
| 2023-03-31 | $2.0M | 29k | 69.92 |
| 2022-12-31 | $2.0M | 29k | 67.45 |
| 2022-09-30 | $366k | 5.9k | 62.18 |
| 2022-06-30 | $1.3M | 20k | 64.68 |
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