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iShares Russell Midcap Index Fund shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod investment in iShares Russell Midcap Index Fund

Jan 2018Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 20212M3M4M5M6M20k40k60k80k100k120k
Value ($)Share countHistorical IWR position of AdvicePeriod Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell Midcap Index Fund held by AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $6.3M 79k 79.24
2021-03-31 $5.3M 72k 73.93
2020-12-31 $4.8M 70k 68.55
2020-09-30 $3.2M 56k 57.39
2020-06-30 $3.8M 70k 53.60
2020-03-31 $1.7M 39k 43.17
2019-12-31 $2.4M 41k 59.62
2019-09-30 $2.2M 40k 55.94
2019-06-30 $2.9M 51k 55.87
2019-03-31 $2.5M 47k 53.94
2018-12-31 $5.3M 115k 46.48
2018-09-30 $5.8M 26k 220.51
2018-06-30 $5.5M 26k 212.13
2018-03-31 $5.2M 25k 206.46
2017-12-31 $5.2M 25k 208.14

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

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