iShares Russell Midcap Index Fund shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 27k | 96.55 |
| 2025-06-30 | $2.5M | 27k | 91.97 |
| 2025-03-31 | $2.2M | 26k | 85.07 |
| 2024-12-31 | $2.4M | 27k | 88.40 |
| 2024-09-30 | $2.4M | 28k | 88.14 |
| 2024-06-30 | $2.2M | 27k | 81.08 |
| 2024-03-31 | $2.2M | 26k | 84.09 |
| 2023-12-31 | $1.8M | 24k | 77.73 |
| 2023-09-30 | $1.6M | 23k | 69.25 |
| 2023-06-30 | $1.3M | 17k | 73.03 |
| 2023-03-31 | $1.1M | 16k | 69.92 |
| 2022-12-31 | $1.1M | 16k | 67.45 |
| 2022-09-30 | $966k | 16k | 62.17 |
| 2022-06-30 | $1.0M | 16k | 64.69 |
| 2022-03-31 | $1.2M | 15k | 78.02 |
| 2021-12-31 | $1.2M | 14k | 82.98 |
| 2021-09-30 | $1.1M | 14k | 78.24 |
| 2021-06-30 | $1.1M | 14k | 79.24 |
| 2021-03-31 | $1.1M | 14k | 73.92 |
| 2020-12-31 | $998k | 15k | 68.58 |
| 2020-09-30 | $775k | 14k | 57.41 |
| 2020-06-30 | $740k | 14k | 53.57 |
| 2020-03-31 | $624k | 15k | 43.14 |
| 2019-12-31 | $897k | 15k | 59.65 |
| 2019-09-30 | $829k | 15k | 55.95 |
| 2019-06-30 | $812k | 15k | 55.86 |
| 2019-03-31 | $781k | 15k | 53.97 |
| 2018-12-31 | $731k | 16k | 46.49 |
| 2018-09-30 | $875k | 4.0k | 220.46 |
| 2018-06-30 | $879k | 4.1k | 212.06 |
| 2018-03-31 | $1.1M | 5.4k | 206.38 |
| 2017-12-31 | $1.4M | 6.7k | 208.18 |
Top funds holding iShares Russell Midcap Index Fund
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