iShares Russell Midcap Index Fund shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 23k | 96.55 |
| 2025-06-30 | $2.1M | 23k | 91.97 |
| 2025-03-31 | $1.9M | 23k | 85.07 |
| 2024-12-31 | $2.0M | 23k | 88.40 |
| 2024-09-30 | $2.0M | 23k | 88.14 |
| 2024-06-30 | $1.8M | 22k | 80.77 |
| 2024-03-31 | $1.9M | 22k | 84.09 |
| 2023-12-31 | $1.6M | 21k | 77.73 |
| 2023-09-30 | $1.4M | 21k | 69.25 |
| 2023-06-30 | $1.5M | 21k | 73.03 |
| 2023-03-31 | $1.4M | 21k | 69.92 |
| 2022-12-31 | $1.4M | 21k | 67.45 |
| 2022-09-30 | $1.0M | 17k | 62.13 |
| 2022-06-30 | $907k | 14k | 64.66 |
| 2022-03-31 | $1.1M | 14k | 78.02 |
| 2021-12-31 | $1.2M | 14k | 83.03 |
| 2021-09-30 | $1.3M | 17k | 78.25 |
| 2021-06-30 | $1.3M | 16k | 79.21 |
| 2021-03-31 | $1.2M | 16k | 73.97 |
| 2020-12-31 | $1.1M | 17k | 68.55 |
| 2020-09-30 | $1.0M | 18k | 57.34 |
| 2020-06-30 | $927k | 17k | 53.61 |
| 2020-03-31 | $683k | 16k | 43.15 |
| 2019-12-31 | $756k | 13k | 59.58 |
| 2019-09-30 | $690k | 12k | 55.97 |
| 2019-06-30 | $689k | 12k | 55.89 |
| 2019-03-31 | $665k | 12k | 53.94 |
| 2018-12-31 | $607k | 13k | 46.49 |
| 2018-09-30 | $720k | 3.3k | 220.59 |
| 2018-06-30 | $693k | 3.3k | 212.32 |
| 2018-03-31 | $800k | 3.9k | 206.50 |
| 2017-12-31 | $768k | 3.7k | 208.24 |
| 2017-09-30 | $734k | 3.7k | 197.05 |
| 2017-06-30 | $749k | 3.9k | 192.05 |
| 2017-03-31 | $730k | 3.9k | 187.18 |
| 2016-12-31 | $716k | 4.0k | 179.00 |
| 2016-09-30 | $759k | 4.4k | 174.32 |
| 2016-06-30 | $741k | 4.4k | 168.26 |
| 2016-03-31 | $718k | 4.4k | 163.03 |
| 2015-12-31 | $924k | 5.8k | 160.19 |
| 2015-09-30 | $1.0M | 6.6k | 155.53 |
| 2015-06-30 | $1.1M | 6.6k | 170.21 |
| 2015-03-31 | $1.1M | 6.6k | 173.25 |
| 2014-12-31 | $1.1M | 6.6k | 167.02 |
| 2014-09-30 | $1.1M | 6.9k | 158.33 |
| 2014-06-30 | $1.7M | 11k | 162.58 |
| 2014-03-31 | $1.1M | 7.1k | 154.70 |
| 2013-12-31 | $1.1M | 7.1k | 150.02 |
| 2013-09-30 | $982k | 7.1k | 139.11 |
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