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iShares Russell Midcap Index Fund shares owned by 55i

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by 55i from 13F filings

Historical chart of 55i investment in iShares Russell Midcap Index Fund

Oct 2020Jan 2021Apr 2021Jul 2021Oct 2021Jan 2022Apr 2022Jul 2022Oct 20220.5M1M1.5M2M2.5M10k20k30k40k
Value ($)Share countHistorical IWR position of 55i Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell Midcap Index Fund held by 55i 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 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.5M 41k 62.15
2022-06-30 $986k 15k 64.69
2022-03-31 $1.4M 18k 78.01
2021-12-31 $747k 9.0k 82.94
2021-09-30 $1.4M 18k 78.22
2020-09-30 $453k 7.9k 57.36

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Baird Financial
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Envestnet Asset Management
Ameriprise Financial
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Index Fund