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iShares Russell Midcap Index Fund shares owned by Wealthquest

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

Historical chart of Wealthquest 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 Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
2024-09-30 $847k 9.7k 87.57
2024-06-30 $868k 11k 81.08
2024-03-31 $896k 11k 84.09
2023-12-31 $823k 11k 77.73
2023-09-30 $735k 11k 69.25
2023-06-30 $766k 11k 73.03
2023-03-31 $737k 11k 69.92
2022-12-31 $711k 11k 67.45
2022-09-30 $699k 11k 62.07
2022-06-30 $4.4M 67k 64.65
2022-03-31 $767k 9.2k 82.96
2021-12-31 $767k 9.2k 82.96
2021-09-30 $1.0M 13k 78.16
2021-06-30 $1.1M 14k 79.18
2021-03-31 $1.0M 14k 73.91
2020-12-31 $970k 14k 68.54
2020-09-30 $812k 14k 57.38
2020-06-30 $758k 14k 53.56
2018-12-31 $249k 1.1k 220.35