iShares Russell Midcap Index Fund shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 2.9k | 96.56 |
| 2025-06-30 | $269k | 2.9k | 91.98 |
| 2025-03-31 | $249k | 2.9k | 85.08 |
| 2024-12-31 | $259k | 2.9k | 88.41 |
| 2022-03-31 | $215k | 2.7k | 78.21 |
| 2021-12-31 | $267k | 3.2k | 82.95 |
| 2021-09-30 | $236k | 3.0k | 78.17 |
| 2021-06-30 | $239k | 3.0k | 79.17 |
| 2021-03-31 | $223k | 3.0k | 73.87 |
| 2020-12-31 | $226k | 3.3k | 68.44 |
| 2020-09-30 | $316k | 5.5k | 57.37 |
| 2020-06-30 | $3.5M | 66k | 53.60 |
| 2020-03-31 | $2.5M | 57k | 43.18 |
| 2019-12-31 | $699k | 12k | 59.59 |
| 2019-09-30 | $660k | 12k | 55.96 |
| 2019-06-30 | $641k | 12k | 55.88 |
| 2019-03-31 | $753k | 14k | 53.92 |
| 2018-12-31 | $649k | 14k | 46.51 |
More positions owned by Summit Wealth & Retirement Planning
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