iShares Russell Midcap Index Fund shares owned by Westshore Wealth
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Westshore Wealth
from 13F filings
Historical chart of Westshore Wealth investment in iShares Russell Midcap Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell Midcap Index Fund held by Westshore Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell Midcap Index Fund by Westshore Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 67k | 96.55 |
| 2025-06-30 | $6.4M | 69k | 91.97 |
| 2024-12-31 | $6.4M | 72k | 88.40 |
| 2024-09-30 | $6.3M | 72k | 88.14 |
| 2024-06-30 | $5.9M | 73k | 81.08 |
| 2024-03-31 | $6.7M | 80k | 84.09 |
| 2023-12-31 | $6.3M | 82k | 77.73 |
| 2023-09-30 | $6.2M | 90k | 69.25 |
| 2023-06-30 | $7.5M | 103k | 73.03 |
| 2023-03-31 | $7.2M | 103k | 69.92 |
| 2022-12-31 | $6.4M | 95k | 67.45 |
| 2022-09-30 | $5.7M | 92k | 62.15 |
| 2022-06-30 | $5.5M | 85k | 64.66 |
| 2022-03-31 | $6.2M | 80k | 78.04 |
| 2021-12-31 | $5.8M | 70k | 83.01 |
| 2021-09-30 | $4.9M | 63k | 78.22 |
| 2021-06-30 | $5.4M | 68k | 79.37 |
| 2021-03-31 | $4.2M | 57k | 73.92 |
| 2019-12-31 | $3.9M | 65k | 59.62 |
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