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iShares Russell Midcap Index Fund shares owned by TCI Wealth Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by TCI Wealth Advisors from 13F filings

Historical chart of TCI Wealth Advisors investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by TCI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by TCI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $468k 5.3k 88.14
2024-06-30 $430k 5.3k 81.08
2024-03-31 $446k 5.3k 84.09
2023-12-31 $414k 5.3k 77.73
2023-09-30 $368k 5.3k 69.25
2023-06-30 $388k 5.3k 73.03
2023-03-31 $394k 5.6k 69.92
2022-12-31 $19k 280 67.45
2022-09-30 $18k 284 63.38
2022-06-30 $45k 699 64.38
2022-03-31 $22k 284 77.46
2021-12-31 $23k 280 82.14
2021-09-30 $22k 280 78.57
2021-06-30 $22k 280 78.57
2021-03-31 $21k 280 75.00
2020-12-31 $19k 280 67.86
2020-09-30 $16k 280 57.14
2020-06-30 $15k 280 53.57
2020-03-31 $12k 280 42.86
2019-12-31 $17k 280 60.71
2019-09-30 $19k 338 56.21
2016-03-31 $28k 169 165.68
2015-06-30 $32k 185 172.97
2015-03-31 $32k 187 171.12
2014-12-31 $71k 424 167.45