iShares Russell Midcap Index Fund shares owned by ProVise Management Group
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $245k | 2.9k | 84.09 |
| 2023-12-31 | $267k | 3.4k | 77.73 |
| 2023-09-30 | $213k | 3.1k | 69.25 |
| 2023-06-30 | $434k | 6.2k | 69.92 |
| 2023-03-31 | $434k | 6.2k | 69.92 |
| 2022-12-31 | $483k | 7.2k | 67.45 |
| 2022-09-30 | $202k | 3.2k | 62.23 |
| 2022-06-30 | $221k | 3.4k | 64.56 |
| 2022-03-31 | $288k | 3.7k | 78.13 |
| 2021-12-31 | $306k | 3.7k | 83.02 |
| 2021-09-30 | $288k | 3.7k | 78.13 |
| 2021-06-30 | $296k | 3.7k | 79.12 |
| 2021-03-31 | $277k | 3.7k | 74.04 |
| 2020-12-31 | $261k | 3.8k | 68.67 |
| 2020-09-30 | $219k | 3.8k | 57.31 |
| 2020-06-30 | $205k | 3.8k | 53.66 |
| 2019-12-31 | $220k | 3.7k | 59.75 |
| 2019-09-30 | $222k | 4.0k | 55.89 |
| 2019-06-30 | $276k | 4.9k | 55.96 |
| 2019-03-31 | $214k | 4.0k | 53.88 |
| 2018-12-31 | $548k | 12k | 46.50 |
| 2018-09-30 | $672k | 3.0k | 220.62 |
| 2018-06-30 | $662k | 3.1k | 212.11 |
| 2018-03-31 | $644k | 3.1k | 206.34 |
| 2017-12-31 | $639k | 3.1k | 208.08 |
| 2017-09-30 | $605k | 3.1k | 197.00 |
| 2017-06-30 | $592k | 3.1k | 192.40 |
| 2017-03-31 | $251k | 1.3k | 187.45 |
| 2016-12-31 | $257k | 1.4k | 178.60 |
| 2016-09-30 | $251k | 1.4k | 174.43 |
| 2016-06-30 | $236k | 1.4k | 167.85 |
| 2016-03-31 | $1.4M | 8.6k | 162.91 |
| 2015-12-31 | $1.4M | 8.6k | 160.13 |
| 2015-09-30 | $1.3M | 8.6k | 155.60 |
| 2015-06-30 | $1.5M | 8.6k | 170.34 |
| 2015-03-31 | $1.5M | 8.6k | 173.13 |
| 2014-12-31 | $1.4M | 8.6k | 167.09 |
| 2014-09-30 | $1.8M | 12k | 158.30 |
| 2014-06-30 | $1.9M | 12k | 162.56 |
| 2014-03-31 | $1.7M | 11k | 154.72 |
| 2013-12-31 | $1.7M | 11k | 149.94 |
| 2013-09-30 | $1.5M | 11k | 139.05 |
| 2013-06-30 | $1.4M | 11k | 129.92 |
| 2012-09-30 | $1.2M | 11k | 110.77 |
| 2012-06-30 | $1.1M | 10k | 105.33 |
| 2012-03-31 | $1.1M | 10k | 110.73 |
| 2011-12-31 | $1.0M | 10k | 98.46 |
| 2011-09-30 | $1.2M | 14k | 88.28 |
| 2011-06-30 | $1.6M | 15k | 109.37 |
| 2011-03-31 | $1.6M | 15k | 108.96 |
| 2010-12-31 | $1.5M | 15k | 101.75 |
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