iShares Russell Midcap Index Fund shares owned by Zhang Financial
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 20k | 96.55 |
| 2025-06-30 | $1.8M | 20k | 91.97 |
| 2025-03-31 | $1.7M | 20k | 85.07 |
| 2024-12-31 | $469k | 5.3k | 88.39 |
| 2024-09-30 | $464k | 5.3k | 88.15 |
| 2024-06-30 | $426k | 5.3k | 81.08 |
| 2024-03-31 | $441k | 5.2k | 84.10 |
| 2023-12-31 | $407k | 5.2k | 77.72 |
| 2023-09-30 | $362k | 5.2k | 69.25 |
| 2023-06-30 | $381k | 5.2k | 73.03 |
| 2023-03-31 | $365k | 5.2k | 69.92 |
| 2022-12-31 | $351k | 5.2k | 67.37 |
| 2022-09-30 | $323k | 5.2k | 62.10 |
| 2022-06-30 | $318k | 4.9k | 64.77 |
| 2022-03-31 | $383k | 4.9k | 78.08 |
| 2021-12-31 | $407k | 4.9k | 83.06 |
| 2021-09-30 | $383k | 4.9k | 78.26 |
| 2021-06-30 | $387k | 4.9k | 79.17 |
| 2021-03-31 | $361k | 4.9k | 73.91 |
| 2020-12-31 | $334k | 4.9k | 68.46 |
| 2020-09-30 | $280k | 4.9k | 57.46 |
| 2020-06-30 | $314k | 5.9k | 53.60 |
| 2020-03-31 | $253k | 5.9k | 43.25 |
| 2019-12-31 | $410k | 6.9k | 59.65 |
| 2019-09-30 | $204k | 3.6k | 55.92 |
| 2019-06-30 | $225k | 4.0k | 55.85 |
| 2019-03-31 | $448k | 8.3k | 53.98 |
| 2018-12-31 | $385k | 8.3k | 46.46 |
| 2018-09-30 | $456k | 2.1k | 220.08 |
| 2018-06-30 | $526k | 2.5k | 212.18 |
| 2018-03-31 | $500k | 2.5k | 201.69 |
| 2017-12-31 | $528k | 2.5k | 213.16 |
| 2017-09-30 | $493k | 2.5k | 199.19 |
| 2017-06-30 | $472k | 2.5k | 191.02 |
| 2017-03-31 | $528k | 2.5k | 213.16 |
| 2016-12-31 | $467k | 2.6k | 182.00 |
| 2016-09-30 | $466k | 2.7k | 174.34 |
| 2016-06-30 | $430k | 2.6k | 168.23 |
| 2016-03-31 | $416k | 2.6k | 162.75 |
| 2015-12-31 | $409k | 2.6k | 160.27 |
| 2015-09-30 | $556k | 3.6k | 155.57 |
| 2015-06-30 | $608k | 3.6k | 170.26 |
| 2015-03-31 | $618k | 3.6k | 173.06 |
| 2014-12-31 | $596k | 3.6k | 167.04 |
| 2014-09-30 | $565k | 3.6k | 158.44 |
| 2014-06-30 | $579k | 3.6k | 162.64 |
| 2014-03-31 | $551k | 3.6k | 154.78 |
| 2013-12-31 | $534k | 3.6k | 150.08 |
| 2013-09-30 | $494k | 3.6k | 139.00 |
| 2013-06-30 | $461k | 3.5k | 129.93 |
| 2013-03-31 | $451k | 3.5k | 127.22 |
| 2012-12-31 | $401k | 3.5k | 113.12 |
| 2012-09-30 | $392k | 3.5k | 110.77 |
| 2012-06-30 | $357k | 3.4k | 105.40 |
| 2012-03-31 | $375k | 3.4k | 110.72 |
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