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iShares Russell Midcap Index Fund shares owned by Lgl Partners

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

Historical chart of Lgl Partners 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 Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $733k 8.7k 84.10
2023-12-31 $676k 8.7k 77.73
2023-09-30 $597k 8.6k 69.25
2023-06-30 $629k 8.6k 73.03
2023-03-31 $601k 8.6k 69.92
2022-12-31 $578k 8.6k 67.45
2022-09-30 $568k 9.1k 62.13
2022-06-30 $548k 8.5k 64.63
2022-03-31 $660k 8.5k 78.09
2021-12-31 $700k 8.4k 83.05
2021-09-30 $657k 8.4k 78.20
2021-06-30 $664k 8.4k 79.29
2021-03-31 $618k 8.4k 73.94
2020-12-31 $571k 8.3k 68.50
2020-09-30 $477k 8.3k 57.41
2020-06-30 $444k 8.3k 53.65
2020-03-31 $356k 8.3k 43.15
2019-12-31 $520k 8.7k 59.59
2019-09-30 $486k 8.7k 55.95
2019-06-30 $484k 8.7k 55.93
2019-03-31 $465k 8.6k 53.92
2018-12-31 $399k 8.6k 46.42
2018-09-30 $469k 2.1k 220.50
2018-06-30 $449k 2.1k 211.99
2018-03-31 $466k 2.3k 206.47
2017-12-31 $468k 2.3k 208.00
2017-09-30 $442k 2.2k 197.32
2017-06-30 $427k 2.2k 192.26
2017-03-31 $416k 2.2k 187.30
2016-12-31 $396k 2.2k 178.86
2016-09-30 $382k 2.2k 173.56
2016-06-30 $365k 2.2k 167.05
2016-03-31 $375k 2.3k 162.76
2015-12-31 $367k 2.3k 160.05

More positions owned by Lgl Partners

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares S&p 500 Etf Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Fs Kkr Capital Corp (FSK)

View all positions for Lgl Partners

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