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iShares Russell Midcap Index Fund shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone Advisors 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 Bristlecone Advisors 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 Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 175k 84.09
2023-12-31 $13M 173k 77.73
2023-09-30 $12M 172k 69.25
2023-06-30 $13M 175k 73.03
2023-03-31 $12M 176k 69.92
2022-12-31 $12M 179k 67.45
2022-09-30 $11M 182k 62.15
2022-06-30 $12M 180k 64.66
2022-03-31 $13M 172k 78.04
2021-12-31 $14M 171k 83.01
2021-09-30 $14M 172k 78.22
2021-06-30 $14M 173k 79.24
2021-03-31 $12M 168k 73.93
2020-12-31 $12M 170k 68.55
2020-09-30 $9.5M 165k 57.38
2020-06-30 $8.6M 161k 53.60
2020-03-31 $7.3M 169k 43.17
2019-12-31 $11M 182k 59.62
2019-09-30 $10M 181k 55.95
2019-06-30 $10M 181k 55.87
2019-03-31 $9.7M 180k 53.95
2018-12-31 $8.4M 180k 46.48
2018-09-30 $9.9M 45k 220.49
2018-06-30 $9.8M 46k 212.14
2018-03-31 $9.4M 45k 206.43
2017-12-31 $9.4M 45k 208.13
2017-09-30 $8.9M 45k 197.14
2017-06-30 $8.2M 43k 192.11
2017-03-31 $8.4M 45k 187.17
2016-12-31 $8.1M 45k 178.85
2016-09-30 $7.9M 45k 174.33
2016-06-30 $8.0M 48k 168.20
2016-03-31 $8.0M 49k 162.92
2015-12-31 $8.4M 53k 160.18

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Large Cap Etf (VV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Bristlecone Advisors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Bank of New York Mellon
Baird Financial
Morgan Stanley
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Ameriprise Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund