iShares Russell Midcap Index Fund shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $5.4M | 78k | 69.25 |
| 2023-06-30 | $5.7M | 78k | 73.03 |
| 2023-03-31 | $5.3M | 76k | 69.92 |
| 2022-12-31 | $4.9M | 73k | 67.45 |
| 2022-09-30 | $4.1M | 66k | 62.15 |
| 2022-06-30 | $4.2M | 65k | 64.66 |
| 2022-03-31 | $4.7M | 60k | 78.04 |
| 2021-12-31 | $4.6M | 55k | 83.01 |
| 2021-09-30 | $4.0M | 51k | 78.22 |
| 2021-06-30 | $4.0M | 51k | 79.24 |
| 2021-03-31 | $3.8M | 51k | 73.93 |
| 2020-12-31 | $3.5M | 50k | 68.55 |
| 2020-09-30 | $2.8M | 49k | 57.38 |
| 2020-06-30 | $2.6M | 49k | 53.60 |
| 2020-03-31 | $2.1M | 48k | 43.17 |
| 2019-12-31 | $2.5M | 43k | 59.62 |
| 2019-09-30 | $2.4M | 43k | 55.95 |
| 2019-06-30 | $2.5M | 45k | 55.87 |
| 2019-03-31 | $2.5M | 46k | 53.95 |
| 2018-12-31 | $2.2M | 46k | 46.48 |
| 2018-09-30 | $2.7M | 12k | 220.50 |
| 2018-06-30 | $2.5M | 12k | 212.14 |
| 2018-03-31 | $2.4M | 12k | 206.44 |
| 2017-12-31 | $2.4M | 12k | 208.13 |
| 2017-09-30 | $2.2M | 11k | 197.15 |
| 2017-06-30 | $2.1M | 11k | 192.11 |
| 2017-03-31 | $2.0M | 11k | 187.18 |
| 2016-12-31 | $1.9M | 11k | 178.86 |
| 2016-09-30 | $1.9M | 11k | 174.32 |
| 2016-06-30 | $1.8M | 11k | 168.20 |
| 2016-03-31 | $1.7M | 10k | 162.92 |
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