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iShares Russell Midcap Index Fund shares owned by Colony Group

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

Historical chart of Colony Group investment in iShares Russell Midcap Index Fund

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All positions including iShares Russell Midcap Index Fund held by Colony Group 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 Colony Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $17M 242k 69.25
2023-06-30 $18M 242k 73.03
2023-03-31 $17M 242k 69.92
2022-12-31 $16M 235k 67.45
2022-09-30 $15M 233k 62.15
2022-06-30 $15M 225k 64.66
2022-03-31 $18M 232k 78.04
2021-12-31 $19M 228k 83.01
2021-09-30 $20M 252k 78.22
2021-06-30 $20M 254k 79.24
2021-03-31 $20M 263k 73.93
2020-12-31 $18M 256k 68.55
2020-09-30 $14M 251k 57.38
2020-06-30 $13M 250k 53.60
2020-03-31 $11M 253k 43.17
2019-12-31 $15M 249k 59.62
2019-09-30 $14M 248k 55.95
2019-06-30 $14M 256k 55.87
2019-03-31 $14M 262k 53.95
2018-12-31 $12M 257k 46.48
2018-09-30 $15M 67k 220.51
2018-06-30 $14M 67k 212.14
2018-03-31 $14M 68k 206.44
2017-12-31 $15M 72k 208.14
2017-09-30 $15M 75k 197.15
2017-06-30 $15M 75k 192.11
2017-03-31 $14M 74k 187.18
2016-12-31 $13M 75k 178.86
2016-09-30 $13M 73k 174.32
2016-06-30 $12M 73k 168.20
2016-03-31 $12M 76k 162.92
2015-12-31 $12M 76k 160.18
2015-09-30 $11M 70k 155.57
2015-06-30 $12M 71k 170.31
2015-03-31 $12M 68k 173.12
2014-12-31 $11M 65k 167.03
2014-09-30 $11M 67k 158.33
2014-06-30 $11M 68k 162.56
2014-03-31 $11M 72k 154.76
2013-12-31 $11M 71k 149.97

More positions owned by Colony Group

Ishares Trust Core Msci Total Intl Stk E Etf (IXUS)
Vanguard S&p 500 Etf Etf (VOO)
Berkshire Hathaway Inc Class A Class A (BRK.A)
Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Spdr Ser Tr Msci Usa Strtgic Etf (QUS)
Vanguard Dividend Appreciation Etf (VIG)
Ishares Russell 1000 Etf Etf (IWB)
Vanguard Total Stock Market Etf (VTI)
Alphabet Inc Class A Class A (GOOGL)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
BERKSHIRE HATHAWAY INC - Class B Class B (BRK.B)
Vanguard Large-cap Index Fund Etf (VV)
Vanguard Extended Market Etf S &p Compl Etf (VXF)

View all positions for Colony Group

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