iShares Russell Midcap Index Fund shares owned by Ullmann Financial
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.3M | 105k | 88.14 |
| 2024-03-31 | $9.0M | 107k | 84.09 |
| 2023-12-31 | $9.0M | 116k | 77.73 |
| 2023-09-30 | $8.2M | 118k | 69.25 |
| 2023-06-30 | $8.8M | 120k | 73.03 |
| 2023-03-31 | $8.7M | 124k | 69.92 |
| 2022-12-31 | $8.4M | 124k | 67.45 |
| 2022-09-30 | $7.6M | 122k | 62.15 |
| 2022-06-30 | $7.8M | 121k | 64.66 |
| 2022-03-31 | $8.7M | 111k | 78.04 |
| 2021-12-31 | $8.6M | 104k | 83.01 |
| 2021-09-30 | $8.1M | 104k | 78.22 |
| 2021-06-30 | $8.3M | 105k | 79.24 |
| 2021-03-31 | $8.0M | 108k | 73.93 |
| 2020-12-31 | $7.4M | 108k | 68.55 |
| 2020-09-30 | $6.5M | 113k | 57.38 |
| 2020-06-30 | $6.2M | 116k | 53.60 |
| 2020-03-31 | $260k | 6.0k | 43.07 |
| 2019-12-31 | $360k | 6.0k | 59.64 |
| 2019-09-30 | $353k | 6.3k | 56.00 |
| 2019-06-30 | $352k | 6.3k | 55.84 |
| 2019-03-31 | $340k | 6.3k | 53.93 |
| 2018-12-31 | $342k | 7.3k | 46.54 |
| 2018-09-30 | $405k | 1.8k | 220.47 |
| 2018-06-30 | $401k | 1.9k | 211.95 |
| 2018-03-31 | $384k | 1.9k | 201.47 |
| 2017-12-31 | $412k | 2.0k | 208.08 |
| 2017-09-30 | $608k | 3.5k | 174.26 |
| 2017-06-30 | $380k | 2.0k | 191.92 |
| 2017-03-31 | $389k | 2.1k | 186.93 |
| 2016-12-31 | $456k | 2.5k | 184.32 |
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