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iShares Russell Midcap Index Fund shares owned by Ropes Wealth Advisors

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

Historical chart of Ropes Wealth 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 Ropes Wealth 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 Ropes Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.5M 36k 69.25
2023-06-30 $2.8M 38k 73.03
2023-03-31 $2.8M 40k 69.92
2022-12-31 $2.7M 41k 67.45
2022-09-30 $2.5M 41k 62.14
2022-06-30 $2.9M 45k 64.65
2022-03-31 $3.5M 45k 78.03
2021-12-31 $3.8M 45k 83.00
2021-09-30 $3.5M 45k 78.22
2021-06-30 $3.7M 47k 79.24
2021-03-31 $3.6M 47k 76.90
2020-12-31 $3.2M 47k 68.54
2020-09-30 $2.7M 47k 57.38
2020-06-30 $2.5M 47k 53.60
2020-03-31 $2.3M 53k 43.16
2019-12-31 $3.5M 58k 59.62
2019-09-30 $3.4M 61k 55.95
2019-06-30 $3.5M 62k 55.87
2019-03-31 $3.4M 63k 53.95
2018-12-31 $2.9M 62k 46.48
2018-09-30 $3.6M 16k 220.48
2018-06-30 $3.6M 17k 212.15
2018-03-31 $3.5M 17k 206.43
2017-12-31 $3.7M 18k 208.10
2017-09-30 $3.7M 19k 197.17
2017-06-30 $3.6M 19k 192.13
2017-03-31 $3.5M 19k 187.15
2016-12-31 $3.5M 19k 178.84
2016-09-30 $3.5M 20k 174.32
2016-06-30 $3.4M 20k 168.21
2016-03-31 $3.8M 23k 162.93
2015-12-31 $4.3M 27k 160.16
2015-09-30 $4.2M 27k 155.57
2015-06-30 $4.7M 28k 170.32
2015-03-31 $4.9M 28k 173.11

More positions owned by Ropes Wealth Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pepsi (PEP)

View all positions for Ropes Wealth 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