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iShares Russell Midcap Index Fund shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $545k 6.5k 84.10
2023-12-31 $504k 6.5k 77.73
2023-09-30 $463k 6.7k 69.25
2023-06-30 $473k 6.5k 73.03
2023-03-31 $453k 6.5k 69.92
2022-12-31 $437k 6.5k 67.44
2022-09-30 $402k 6.5k 62.05
2022-06-30 $418k 6.5k 64.52
2022-03-31 $511k 6.5k 78.11
2021-12-31 $543k 6.5k 83.00
2021-09-30 $512k 6.5k 78.26
2021-06-30 $518k 6.5k 79.18
2021-03-31 $483k 6.5k 73.90
2020-12-31 $448k 6.5k 68.53
2020-09-30 $375k 6.5k 57.41
2020-06-30 $349k 6.5k 53.47
2020-03-31 $281k 6.5k 43.12
2019-12-31 $389k 6.5k 59.69
2019-09-30 $365k 6.5k 56.09
2019-06-30 $363k 6.5k 55.79
2019-03-31 $353k 6.5k 54.03
2018-12-31 $303k 6.5k 46.46
2018-09-30 $397k 1.8k 220.31
2018-06-30 $381k 1.8k 211.90
2018-03-31 $371k 1.8k 206.34
2017-12-31 $308k 1.5k 208.11
2017-09-30 $290k 1.5k 197.01
2017-06-30 $282k 1.5k 192.36
2017-03-31 $274k 1.5k 186.90
2016-12-31 $327k 1.8k 178.59
2016-09-30 $316k 1.8k 174.10
2016-06-30 $304k 1.8k 168.23
2016-03-31 $294k 1.8k 162.70
2015-12-31 $372k 2.3k 160.14
2015-09-30 $360k 2.3k 155.84
2015-06-30 $393k 2.3k 170.13
2015-03-31 $399k 2.3k 173.10
2014-12-31 $384k 2.3k 167.25
2014-09-30 $363k 2.3k 158.38
2014-06-30 $372k 2.3k 162.52
2014-03-31 $354k 2.3k 154.72
2013-12-31 $343k 2.3k 149.91

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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