iShares Russell Midcap Index Fund shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 35k | 84.09 |
| 2023-12-31 | $2.6M | 33k | 77.73 |
| 2023-09-30 | $2.2M | 32k | 69.25 |
| 2023-06-30 | $2.3M | 32k | 73.03 |
| 2023-03-31 | $2.2M | 31k | 69.92 |
| 2022-12-31 | $2.1M | 31k | 67.45 |
| 2022-09-30 | $1.7M | 27k | 62.16 |
| 2022-06-30 | $1.7M | 26k | 64.64 |
| 2022-03-31 | $2.0M | 25k | 78.03 |
| 2021-12-31 | $1.8M | 21k | 83.02 |
| 2021-06-30 | $1.5M | 19k | 79.25 |
| 2021-03-31 | $1.4M | 19k | 73.92 |
| 2020-12-31 | $1.4M | 20k | 68.57 |
| 2020-09-30 | $538k | 9.4k | 57.33 |
| 2020-06-30 | $980k | 18k | 53.62 |
| 2019-12-31 | $1.1M | 19k | 59.64 |
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