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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

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Westshore Wealth

Quarter filed Position value Share count Share price at filing
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