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iShares Russell Midcap Index Fund shares owned by Three Bridge Wealth Advisors

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

Historical chart of Three Bridge 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 Three Bridge 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 Three Bridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 109k 88.14
2024-06-30 $7.4M 91k 81.08
2024-03-31 $6.5M 77k 84.09
2023-12-31 $5.5M 71k 77.73
2023-09-30 $4.8M 68k 69.58
2023-06-30 $5.2M 72k 73.03
2023-03-31 $5.1M 73k 69.92
2022-12-31 $4.6M 68k 67.45
2022-09-30 $5.5M 89k 62.15
2022-06-30 $5.8M 89k 64.66
2022-03-31 $5.5M 71k 78.04