iShares Russell Midcap Index Fund shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 96.55 |
| 2025-06-30 | $939k | 10k | 91.97 |
| 2025-03-31 | $869k | 10k | 85.07 |
| 2024-12-31 | $903k | 10k | 88.40 |
| 2024-09-30 | $900k | 10k | 88.14 |
| 2024-06-30 | $828k | 10k | 81.08 |
| 2024-03-31 | $901k | 11k | 84.09 |
| 2023-12-31 | $833k | 11k | 77.73 |
| 2023-09-30 | $742k | 11k | 69.25 |
| 2023-06-30 | $746k | 10k | 73.03 |
| 2023-03-31 | $714k | 10k | 69.92 |
| 2022-12-31 | $689k | 10k | 67.45 |
| 2022-09-30 | $635k | 10k | 62.19 |
| 2022-06-30 | $660k | 10k | 64.64 |
| 2022-03-31 | $807k | 10k | 78.06 |
| 2021-12-31 | $858k | 10k | 82.99 |
| 2021-09-30 | $809k | 10k | 78.26 |
| 2021-06-30 | $819k | 10k | 79.22 |
| 2021-03-31 | $675k | 9.1k | 73.92 |
| 2020-12-31 | $626k | 9.1k | 68.56 |
| 2020-09-30 | $523k | 9.1k | 57.33 |
| 2020-06-30 | $578k | 11k | 53.64 |
| 2020-03-31 | $464k | 11k | 43.15 |
| 2019-12-31 | $641k | 11k | 59.61 |
| 2019-09-30 | $600k | 11k | 55.92 |
| 2019-06-30 | $599k | 11k | 55.82 |
| 2019-03-31 | $626k | 12k | 53.93 |
| 2018-12-31 | $539k | 12k | 46.49 |
| 2018-09-30 | $593k | 2.7k | 220.45 |
| 2018-06-30 | $517k | 2.4k | 212.23 |
| 2018-03-31 | $489k | 2.4k | 206.24 |
| 2017-12-31 | $613k | 2.9k | 207.94 |
| 2017-09-30 | $579k | 2.9k | 197.27 |
| 2017-06-30 | $563k | 2.9k | 192.22 |
| 2017-03-31 | $659k | 3.5k | 187.16 |
| 2016-12-31 | $647k | 3.6k | 178.93 |
| 2016-09-30 | $441k | 2.5k | 174.45 |
| 2016-06-30 | $424k | 2.5k | 168.12 |
| 2016-03-31 | $411k | 2.5k | 162.97 |
| 2015-12-31 | $402k | 2.5k | 160.22 |
| 2015-09-30 | $390k | 2.5k | 155.75 |
| 2015-06-30 | $426k | 2.5k | 170.47 |
| 2015-03-31 | $464k | 2.7k | 172.94 |
| 2014-12-31 | $380k | 2.3k | 166.89 |
| 2014-09-30 | $328k | 2.1k | 158.30 |
| 2014-06-30 | $336k | 2.1k | 162.55 |
| 2014-03-31 | $319k | 2.1k | 154.63 |
| 2013-12-31 | $207k | 1.4k | 149.67 |
| 2013-09-30 | $191k | 1.4k | 139.01 |
| 2013-06-30 | $178k | 1.4k | 130.02 |
| 2012-12-31 | $160k | 1.4k | 113.07 |
| 2012-06-30 | $147k | 1.4k | 105.38 |
| 2012-03-31 | $154k | 1.4k | 110.39 |
| 2011-12-31 | $137k | 1.4k | 98.49 |
| 2011-09-30 | $122k | 1.4k | 88.09 |
| 2011-06-30 | $150k | 1.4k | 109.01 |
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