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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in iShares Russell Midcap Index Fund by Waterfront Wealth

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