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iShares Russell Midcap Index Fund shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group 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 Retirement Planning 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $737k 8.8k 84.09
2023-12-31 $681k 8.8k 77.74
2023-09-30 $609k 8.8k 69.25
2023-06-30 $642k 8.8k 73.03
2023-03-31 $559k 8.0k 69.92
2022-12-31 $539k 8.0k 67.45
2022-09-30 $496k 8.0k 62.20
2022-06-30 $520k 8.0k 64.71
2022-03-31 $709k 9.1k 78.07
2021-12-31 $774k 9.3k 83.04
2021-09-30 $729k 9.3k 78.27
2021-06-30 $738k 9.3k 79.24
2021-03-31 $688k 9.3k 73.91
2020-12-31 $626k 9.1k 68.57
2020-09-30 $534k 9.3k 57.40
2020-06-30 $500k 9.3k 53.57
2020-03-31 $432k 10k 43.15
2019-12-31 $596k 10k 59.61
2019-09-30 $559k 10k 55.95
2019-06-30 $563k 10k 55.85
2019-03-31 $545k 10k 53.96
2018-12-31 $469k 10k 46.45
2018-09-30 $585k 2.7k 220.34
2018-06-30 $566k 2.7k 212.06
2018-03-31 $564k 2.7k 206.29
2017-12-31 $565k 2.7k 208.10
2017-09-30 $551k 2.8k 197.21
2017-06-30 $527k 2.7k 192.06
2017-03-31 $520k 2.8k 187.12
2016-12-31 $524k 2.9k 178.72
2016-09-30 $503k 2.9k 174.17
2016-06-30 $800k 4.8k 168.14
2016-03-31 $770k 4.7k 163.00
2015-12-31 $793k 5.0k 160.07
2015-09-30 $735k 4.7k 155.56
2015-06-30 $779k 4.6k 170.31
2015-03-31 $795k 4.6k 173.20
2014-12-31 $777k 4.7k 167.02
2014-09-30 $730k 4.6k 158.35
2014-06-30 $749k 4.6k 162.47
2014-03-31 $696k 4.5k 154.77
2013-12-31 $665k 4.4k 150.01
2013-09-30 $708k 5.1k 138.99
2013-06-30 $576k 4.4k 129.93
2012-12-31 $568k 5.0k 113.01
2012-09-30 $550k 5.0k 109.43
2012-06-30 $599k 5.7k 105.44
2012-03-31 $629k 5.7k 110.72
2011-12-31 $771k 7.8k 98.45
2011-09-30 $711k 7.8k 90.79
2010-12-31 $1.0M 9.8k 106.90

More positions owned by Retirement Planning Group

Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Costco Wholesale Corporation (COST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning 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
UBS Group
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group
LPL Financial

View all funds holding iShares Russell Midcap Index Fund