iShares Russell Midcap Index Fund shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $625k | 8.0k | 77.73 |
| 2023-09-30 | $984k | 14k | 69.25 |
| 2023-06-30 | $878k | 12k | 73.03 |
| 2023-03-31 | $882k | 13k | 69.92 |
| 2022-12-31 | $867k | 13k | 67.45 |
| 2022-09-30 | $1.0M | 16k | 62.15 |
| 2022-06-30 | $1.2M | 18k | 64.68 |
| 2022-03-31 | $1.5M | 19k | 78.01 |
| 2021-12-31 | $1.7M | 20k | 83.03 |
| 2021-09-30 | $1.6M | 21k | 78.24 |
| 2021-06-30 | $1.0M | 13k | 79.22 |
| 2021-03-31 | $947k | 13k | 73.92 |
| 2020-12-31 | $878k | 13k | 68.53 |
| 2020-09-30 | $689k | 12k | 57.38 |
| 2020-06-30 | $682k | 13k | 53.62 |
| 2020-03-31 | $643k | 15k | 43.15 |
| 2019-12-31 | $1.5M | 25k | 59.63 |
| 2019-09-30 | $1.5M | 26k | 55.96 |
| 2019-06-30 | $1.8M | 33k | 55.88 |
| 2019-03-31 | $654k | 12k | 53.94 |
| 2018-12-31 | $546k | 12k | 46.44 |
| 2018-09-30 | $674k | 3.1k | 220.62 |
| 2018-06-30 | $656k | 3.1k | 212.30 |
| 2018-03-31 | $805k | 4.3k | 187.17 |
| 2017-12-31 | $707k | 3.4k | 208.19 |
| 2017-09-30 | $943k | 4.8k | 197.07 |
| 2017-06-30 | $817k | 4.3k | 192.19 |
| 2017-03-31 | $805k | 4.3k | 187.17 |
| 2016-12-31 | $796k | 4.5k | 178.88 |
| 2016-09-30 | $835k | 4.8k | 174.32 |
| 2016-06-30 | $820k | 4.9k | 168.24 |
| 2016-03-31 | $823k | 5.1k | 162.84 |
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