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iShares Russell Midcap Index Fund shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 83k 96.55
2025-06-30 $7.6M 83k 91.97
2025-03-31 $7.1M 83k 85.07
2024-12-31 $7.5M 85k 88.40
2024-09-30 $7.5M 85k 88.14
2024-06-30 $6.9M 85k 81.08
2024-03-31 $7.2M 86k 84.09
2023-12-31 $6.6M 85k 77.73
2023-09-30 $3.1M 45k 69.25
2023-06-30 $3.4M 47k 73.03
2023-03-31 $3.2M 46k 69.92
2022-12-31 $3.3M 47k 70.69
2022-09-30 $2.9M 47k 62.15
2022-06-30 $3.2M 50k 64.66
2022-03-31 $4.0M 51k 78.04
2021-12-31 $4.4M 52k 83.00
2021-09-30 $3.9M 50k 78.21
2021-06-30 $4.0M 50k 79.24
2021-03-31 $3.8M 51k 73.93
2020-12-31 $3.7M 54k 68.54
2020-09-30 $3.1M 54k 57.37
2020-06-30 $3.1M 58k 53.61
2020-03-31 $2.9M 66k 43.17
2019-12-31 $5.0M 84k 59.62
2019-09-30 $4.7M 84k 55.95
2019-06-30 $4.7M 84k 55.87
2019-03-31 $4.5M 84k 53.95
2018-12-31 $3.9M 84k 46.48
2018-09-30 $4.7M 21k 220.48
2018-06-30 $4.5M 21k 212.16
2018-03-31 $4.8M 23k 206.44
2017-12-31 $5.0M 24k 208.15
2017-09-30 $4.8M 24k 197.15
2017-06-30 $4.6M 24k 192.12
2017-03-31 $4.5M 24k 187.19

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Adviser Investments

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund