iShares Russell Midcap Index Fund shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 96.55 |
| 2025-06-30 | $2.3M | 25k | 91.97 |
| 2025-03-31 | $1.9M | 22k | 85.07 |
| 2024-12-31 | $1.6M | 18k | 88.40 |
| 2024-09-30 | $1.4M | 16k | 88.14 |
| 2024-06-30 | $1.2M | 14k | 81.08 |
| 2024-03-31 | $992k | 12k | 84.09 |
| 2021-12-31 | $601k | 7.2k | 83.07 |
| 2021-09-30 | $566k | 7.2k | 78.23 |
| 2021-06-30 | $732k | 9.2k | 79.26 |
| 2021-03-31 | $683k | 9.2k | 73.96 |
| 2020-12-31 | $624k | 9.1k | 68.57 |
| 2020-09-30 | $924k | 16k | 57.39 |
| 2020-06-30 | $863k | 16k | 53.60 |
| 2020-03-31 | $695k | 16k | 43.17 |
| 2019-12-31 | $1.0M | 17k | 59.61 |
| 2019-09-30 | $1.1M | 19k | 55.94 |
| 2019-06-30 | $1.1M | 19k | 55.89 |
| 2019-03-31 | $1.0M | 19k | 53.98 |
| 2018-12-31 | $874k | 19k | 46.49 |
| 2018-09-30 | $1.0M | 4.7k | 220.43 |
| 2018-06-30 | $992k | 4.7k | 212.19 |
| 2018-03-31 | $1.3M | 6.4k | 206.48 |
| 2017-12-31 | $1.3M | 6.4k | 208.19 |
More positions owned by Wells Trecaso Financial Group
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