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
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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 |
|---|---|---|---|
| 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 |
Top funds holding iShares Russell Midcap Index Fund
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