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iShares Russell Midcap Index Fund shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2M 105k 77.73
2023-09-30 $6.4M 92k 69.25
2023-06-30 $6.5M 89k 73.03
2023-03-31 $2.1M 30k 69.92
2022-12-31 $2.1M 1.6k 1315.54
2022-09-30 $1.8M 28k 62.15
2022-06-30 $2.0M 31k 64.66
2022-03-31 $1.9M 24k 78.04
2021-12-31 $2.0M 24k 83.01
2021-09-30 $1.2M 15k 78.22
2021-06-30 $1.2M 16k 79.24
2021-03-31 $1.1M 15k 73.93
2020-12-31 $983k 14k 68.55
2020-09-30 $852k 15k 57.38
2020-06-30 $430k 8.0k 53.60
2020-03-31 $346k 8.0k 43.17
2019-12-31 $815k 14k 59.62
2019-09-30 $456k 8.2k 55.95
2019-06-30 $326k 11k 30.91
2019-03-31 $315k 32k 9.95
2018-12-31 $245k 5.3k 46.48
2018-09-30 $299k 1.4k 220.83
2018-06-30 $279k 1.3k 212.01
2018-03-31 $277k 1.3k 206.56
2017-12-31 $323k 1.6k 208.12
2017-09-30 $306k 1.6k 197.16
2017-06-30 $250k 1.3k 192.16
2017-03-31 $244k 1.3k 187.55
2016-12-31 $257k 1.4k 178.84
2016-09-30 $250k 1.4k 173.97
2015-09-30 $134k 860 155.81

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment 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