Warren Averett Asset Management »

iShares Russell Midcap Index Fund shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management 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 Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 32k 77.73
2023-09-30 $2.2M 32k 69.25
2023-06-30 $2.4M 32k 73.03
2023-03-31 $2.2M 32k 69.92
2022-12-31 $2.2M 32k 67.45
2022-09-30 $2.0M 32k 62.15
2022-06-30 $691k 11k 64.70
2022-03-31 $833k 11k 78.01
2021-12-31 $820k 11k 76.80
2021-09-30 $853k 10k 84.25
2021-06-30 $827k 10k 80.90
2021-03-31 $782k 10k 76.97
2020-12-31 $749k 10k 73.73
2020-09-30 $587k 10k 57.80
2020-06-30 $592k 10k 58.30
2020-03-31 $438k 10k 43.14
2019-12-31 $619k 10k 61.00
2019-09-30 $585k 11k 55.96
2019-06-30 $615k 11k 55.87
2019-03-31 $486k 9.0k 53.97
2018-12-31 $393k 8.4k 46.53
2018-09-30 $503k 2.3k 220.32
2018-06-30 $484k 2.3k 212.00
2018-03-31 $469k 2.3k 206.52
2017-12-31 $472k 2.3k 207.75
2017-09-30 $438k 2.2k 197.21
2017-06-30 $425k 2.2k 191.87
2017-03-31 $424k 2.3k 187.36
2016-12-31 $390k 2.2k 178.82
2016-09-30 $380k 2.2k 174.39
2016-06-30 $369k 2.2k 168.11
2016-03-31 $358k 2.2k 163.10
2015-12-31 $350k 2.2k 160.04
2015-09-30 $320k 2.1k 155.72
2015-06-30 $327k 1.9k 170.22
2015-03-31 $343k 2.0k 173.14
2014-12-31 $332k 2.0k 167.25
2014-09-30 $313k 2.0k 158.32
2014-06-30 $409k 2.5k 162.75
2014-03-31 $389k 2.5k 154.80
2013-12-31 $389k 2.6k 150.08
2013-09-30 $359k 2.6k 139.04