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iShares Russell Midcap Index Fund shares owned by Rodgers & Associates

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

Historical chart of Rodgers & Associates 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 Rodgers & Associates 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 Rodgers & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $201k 2.6k 77.73
2022-03-31 $343k 4.4k 78.15
2021-12-31 $428k 5.2k 83.04
2021-09-30 $431k 5.5k 78.22
2021-06-30 $437k 5.5k 79.31
2021-03-31 $421k 5.7k 73.92
2020-12-31 $390k 5.7k 68.48

More positions owned by Rodgers & Associates

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for Rodgers & Associates

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
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund