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iShares Russell Midcap Index Fund shares owned by Financial Advisory

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

Historical chart of Financial Advisory 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 Financial Advisory 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 Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.4M 35k 69.25
2023-06-30 $2.6M 35k 73.03
2023-03-31 $2.5M 35k 69.92
2022-12-31 $2.4M 35k 67.45
2022-09-30 $2.2M 35k 62.16
2022-06-30 $2.3M 35k 64.65
2022-03-31 $2.8M 35k 78.04
2021-12-31 $2.9M 35k 83.02
2021-09-30 $2.8M 35k 78.21
2021-06-30 $2.8M 35k 79.23
2021-03-31 $2.6M 35k 73.94
2020-12-31 $2.4M 35k 68.56
2020-09-30 $2.0M 35k 57.38
2020-06-30 $1.9M 35k 53.61
2020-03-31 $1.5M 35k 43.17
2019-12-31 $2.1M 35k 59.61
2019-09-30 $2.0M 35k 55.96
2019-06-30 $2.0M 35k 56.50
2019-03-31 $1.9M 35k 53.95
2018-12-31 $1.6M 35k 46.48
2018-09-30 $1.9M 8.8k 220.45
2018-06-30 $1.9M 8.8k 212.18
2018-03-31 $1.8M 8.8k 206.41
2017-12-31 $1.8M 8.8k 208.11
2017-09-30 $1.7M 8.8k 197.12
2017-06-30 $1.7M 8.8k 192.14
2017-03-31 $1.7M 8.8k 187.16
2016-12-31 $1.6M 8.8k 178.89
2016-09-30 $1.5M 8.8k 174.37
2016-06-30 $1.5M 8.8k 168.25
2016-03-31 $1.4M 8.8k 162.93
2015-12-31 $1.4M 8.8k 160.21
2015-09-30 $4.1M 27k 155.57
2015-06-30 $1.5M 8.8k 170.40
2015-03-31 $1.5M 8.8k 173.12
2014-12-31 $1.5M 8.8k 169.50
2014-09-30 $1.4M 8.8k 158.40
2014-06-30 $1.4M 8.8k 162.59
2014-03-31 $1.4M 8.8k 154.78
2013-12-31 $1.3M 8.8k 150.02
2013-09-30 $1.2M 8.8k 139.04
2013-06-30 $1.1M 8.8k 129.87

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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View all positions for Financial Advisory

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