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iShares Russell Midcap Index Fund shares owned by Elm Advisors

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

Historical chart of Elm 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 Elm 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 Elm Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $1.4M 18k 78.06
2021-12-31 $3.3M 40k 83.00
2021-09-30 $3.1M 40k 78.22
2021-06-30 $3.2M 41k 79.24
2021-03-31 $3.0M 41k 73.94
2020-12-31 $2.9M 43k 68.56
2020-09-30 $2.8M 49k 57.39
2020-06-30 $2.8M 52k 53.59
2020-03-31 $2.5M 58k 43.16
2019-12-31 $3.5M 58k 59.63
2019-09-30 $3.3M 59k 55.95
2019-06-30 $3.3M 60k 55.87
2019-03-31 $3.2M 60k 53.94
2018-12-31 $2.7M 59k 46.47
2018-09-30 $3.2M 15k 220.52
2018-06-30 $3.1M 15k 212.15
2018-03-31 $3.0M 15k 206.46
2017-12-31 $3.2M 15k 208.11
2017-09-30 $3.0M 15k 197.12
2017-06-30 $3.0M 16k 192.12
2017-03-31 $2.9M 16k 187.18
2016-12-31 $2.8M 16k 178.85
2016-09-30 $2.9M 17k 174.31
2016-06-30 $2.9M 17k 168.18
2016-03-31 $2.9M 18k 162.91
2015-12-31 $2.8M 18k 160.21
2015-09-30 $2.9M 18k 155.56
2015-06-30 $3.1M 19k 170.30
2015-03-31 $3.3M 19k 173.14
2014-12-31 $3.4M 21k 167.02
2014-09-30 $3.3M 21k 158.33
2014-06-30 $3.4M 21k 162.57
2014-03-31 $3.3M 21k 154.77
2013-12-31 $3.4M 23k 149.99

More positions owned by Elm Advisors

Vanguard Ftse All-world Ex Us Index Fund Etf (VEU)
Vanguard Total Stock Market Index Fund Etf (VTI)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Small-cap Index Fund Etf (VB)
Spdr S&p Midcap 400 Etf Etf (MDY)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Value Index Fund Etf (VTV)
Ishares S&p Small-cap Fund Etf (IJR)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Mid-cap Index Fund Etf (VO)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard Total Bond Market Index Fund Etf (BND)

View all positions for Elm Advisors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund