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iShares Russell Midcap Index Fund shares owned by Altus Wealth Group

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Altus Wealth Group from 13F filings

Historical chart of Altus Wealth Group 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 Altus Wealth Group 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 Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $826k 9.8k 84.09
2023-12-31 $987k 13k 77.73
2023-09-30 $854k 12k 69.25
2023-06-30 $895k 12k 73.03
2023-03-31 $968k 14k 69.92
2022-12-31 $924k 14k 67.45
2021-03-31 $62k 800 77.50
2020-12-31 $58k 841 68.97