TPG Financial Advisors »

iShares Russell Midcap Index Fund shares owned by TPG Financial Advisors

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

Historical chart of TPG Financial 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 TPG Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by TPG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $596k 6.8k 88.14
2024-06-30 $548k 6.8k 81.08
2023-12-31 $521k 6.8k 77.07
2023-09-30 $453k 6.5k 69.25
2023-06-30 $341k 4.7k 73.03
2023-03-31 $327k 4.7k 69.92
2022-12-31 $315k 4.7k 67.45
2022-09-30 $249k 4.0k 62.16
2022-06-30 $259k 4.0k 64.65
2022-03-31 $313k 4.0k 78.13
2021-12-31 $333k 4.0k 83.13
2021-09-30 $313k 4.0k 78.13
2021-06-30 $317k 4.0k 79.13
2021-03-31 $296k 4.0k 73.89
2020-12-31 $275k 4.0k 68.65
2020-09-30 $230k 4.0k 57.41
2020-06-30 $253k 4.7k 53.65
2020-03-31 $204k 4.7k 43.26
2019-12-31 $303k 5.1k 59.65
2019-09-30 $264k 4.7k 55.98
2019-06-30 $268k 4.7k 56.83
2019-03-31 $205k 3.8k 54.52