iShares Russell Midcap Index Fund shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in iShares Russell Midcap Index Fund
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All positions including iShares Russell Midcap Index Fund held by Wealth Dimensions Group 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 | $423k | 4.8k | 88.14 |
2024-06-30 | $389k | 4.8k | 81.08 |
2024-03-31 | $410k | 4.9k | 84.09 |
2023-12-31 | $379k | 4.9k | 77.73 |
2023-09-30 | $403k | 5.8k | 69.25 |
2023-06-30 | $423k | 5.8k | 73.03 |
2023-03-31 | $374k | 5.3k | 69.92 |
2022-12-31 | $361k | 5.3k | 67.45 |
2022-09-30 | $332k | 5.3k | 62.07 |
2022-06-30 | $391k | 6.0k | 64.64 |
2022-03-31 | $472k | 6.0k | 78.03 |
2021-12-31 | $511k | 6.2k | 83.08 |
2021-09-30 | $435k | 5.6k | 78.17 |
2021-06-30 | $520k | 6.6k | 79.21 |
2021-03-31 | $509k | 6.9k | 73.97 |
2020-12-31 | $472k | 6.9k | 68.59 |
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