iShares Russell Midcap Index Fund shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.8M | 75k | 77.74 |
| 2023-09-30 | $5.4M | 77k | 69.57 |
| 2023-06-30 | $5.8M | 79k | 73.03 |
| 2023-03-31 | $5.6M | 80k | 69.92 |
| 2022-12-31 | $5.5M | 81k | 67.45 |
| 2022-09-30 | $5.0M | 81k | 62.15 |
| 2022-06-30 | $5.3M | 82k | 64.66 |
| 2022-03-31 | $6.4M | 82k | 78.03 |
| 2021-12-31 | $7.0M | 84k | 83.01 |
| 2021-09-30 | $7.5M | 96k | 78.22 |
| 2021-06-30 | $7.8M | 98k | 79.24 |
| 2021-03-31 | $7.2M | 98k | 73.93 |
| 2020-12-31 | $6.7M | 98k | 68.55 |
| 2020-09-30 | $5.6M | 98k | 57.38 |
| 2020-06-30 | $4.1M | 76k | 53.60 |
| 2020-03-31 | $3.3M | 76k | 43.17 |
| 2019-12-31 | $4.5M | 76k | 59.62 |
| 2019-09-30 | $4.2M | 76k | 55.94 |
More positions owned by Tolleson Wealth Management
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