iShares Russell Midcap Index Fund shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 21k | 84.09 |
| 2023-12-31 | $1.6M | 21k | 77.73 |
| 2023-09-30 | $1.6M | 24k | 69.25 |
| 2023-06-30 | $1.8M | 25k | 73.03 |
| 2023-03-31 | $1.8M | 25k | 69.92 |
| 2022-12-31 | $1.8M | 26k | 67.44 |
| 2022-09-30 | $1.6M | 27k | 62.15 |
| 2022-06-30 | $1.4M | 22k | 64.64 |
| 2022-03-31 | $1.7M | 22k | 78.05 |
| 2021-12-31 | $1.9M | 23k | 83.00 |
| 2021-09-30 | $1.8M | 23k | 78.20 |
| 2021-06-30 | $1.8M | 22k | 79.25 |
| 2021-03-31 | $1.5M | 20k | 73.95 |
| 2020-12-31 | $1.5M | 22k | 68.53 |
| 2020-09-30 | $1.4M | 24k | 57.39 |
| 2020-06-30 | $1.3M | 25k | 53.62 |
| 2020-03-31 | $1.2M | 29k | 43.15 |
| 2019-12-31 | $2.1M | 36k | 59.63 |
| 2019-09-30 | $2.0M | 35k | 55.94 |
| 2019-06-30 | $2.1M | 38k | 55.87 |
| 2019-03-31 | $2.0M | 38k | 53.95 |
| 2018-12-31 | $1.8M | 40k | 46.47 |
| 2018-09-30 | $3.3M | 15k | 220.47 |
| 2018-06-30 | $3.3M | 15k | 212.12 |
| 2018-03-31 | $2.9M | 14k | 206.46 |
| 2017-12-31 | $1.9M | 8.9k | 208.15 |
| 2017-09-30 | $1.8M | 9.0k | 197.16 |
| 2017-06-30 | $2.3M | 12k | 192.07 |
| 2017-03-31 | $2.5M | 13k | 187.19 |
| 2016-12-31 | $1.7M | 9.6k | 178.87 |
| 2016-09-30 | $991k | 5.7k | 174.38 |
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