iShares Russell Midcap Index Fund shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 2.7k | 96.55 |
| 2025-06-30 | $245k | 2.7k | 91.97 |
| 2025-03-31 | $227k | 2.7k | 85.07 |
| 2024-12-31 | $257k | 2.9k | 88.40 |
| 2024-09-30 | $256k | 2.9k | 88.14 |
| 2024-06-30 | $236k | 2.9k | 81.08 |
| 2024-03-31 | $244k | 2.9k | 84.09 |
| 2023-12-31 | $234k | 3.0k | 77.73 |
| 2023-09-30 | $209k | 3.0k | 69.25 |
| 2023-06-30 | $220k | 3.0k | 73.03 |
| 2023-03-31 | $211k | 3.0k | 69.92 |
| 2022-12-31 | $203k | 3.0k | 67.45 |
| 2022-03-31 | $235k | 3.0k | 78.02 |
| 2021-12-31 | $250k | 3.0k | 83.00 |
| 2021-09-30 | $236k | 3.0k | 78.35 |
| 2021-06-30 | $239k | 3.0k | 79.35 |
| 2021-03-31 | $223k | 3.0k | 74.04 |
| 2020-12-31 | $206k | 3.0k | 68.39 |
Top funds holding iShares Russell Midcap Index Fund
View all funds holding iShares Russell Midcap Index Fund