iShares Russell Midcap Index Fund shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $402k | 5.2k | 77.73 |
| 2023-09-30 | $359k | 5.2k | 69.58 |
| 2023-06-30 | $377k | 5.2k | 73.03 |
| 2023-03-31 | $361k | 5.2k | 69.92 |
| 2022-12-31 | $407k | 6.0k | 67.45 |
| 2022-09-30 | $375k | 6.0k | 62.22 |
| 2022-06-30 | $389k | 6.0k | 64.59 |
| 2022-03-31 | $493k | 6.3k | 78.08 |
| 2021-12-31 | $453k | 5.5k | 82.97 |
| 2021-09-30 | $388k | 5.0k | 78.27 |
| 2018-03-31 | $39k | 39k | 0.99 |
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