iShares Russell Midcap Index Fund shares owned by Waterfront Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in iShares Russell Midcap Index Fund
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All positions including iShares Russell Midcap Index Fund held by Waterfront Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $340k | 3.8k | 88.89 |
2024-06-30 | $287k | 3.5k | 81.08 |
2024-03-31 | $284k | 3.5k | 80.22 |
2023-12-31 | $275k | 3.5k | 77.73 |
2023-09-30 | $222k | 3.4k | 66.26 |
2023-06-30 | $254k | 3.4k | 75.68 |
2023-03-31 | $225k | 3.2k | 69.92 |
2022-12-31 | $234k | 3.2k | 72.56 |
2022-09-30 | $217k | 3.2k | 67.31 |
2022-06-30 | $208k | 3.2k | 64.52 |
2022-03-31 | $249k | 3.2k | 77.23 |
2021-12-31 | $324k | 3.9k | 83.08 |
2021-09-30 | $252k | 3.2k | 78.16 |
2021-06-30 | $255k | 3.2k | 79.09 |
2021-03-31 | $242k | 3.2k | 75.06 |
2020-12-31 | $221k | 3.2k | 68.55 |
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