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iShares Russell Midcap Index Fund shares owned by Univest National Bank and Trust

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Univest National Bank and Trust from 13F filings

Historical chart of Univest National Bank and Trust 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 Univest National Bank and Trust 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 Univest National Bank and Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $907k 9.4k 96.55
2025-06-30 $875k 9.5k 91.97
2025-03-31 $877k 10k 85.07
2024-12-31 $1.4M 16k 88.40
2024-09-30 $1.7M 19k 88.14