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iShares Russell Midcap Index Fund shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 37k 84.09
2023-12-31 $3.0M 38k 77.73
2023-09-30 $2.7M 38k 69.25
2023-06-30 $2.8M 39k 73.03
2023-03-31 $2.7M 39k 69.92
2022-12-31 $2.6M 39k 67.45
2022-09-30 $2.4M 39k 62.14
2022-06-30 $2.7M 41k 64.64
2022-03-31 $3.1M 40k 78.06
2021-12-31 $3.4M 41k 83.01
2021-09-30 $2.9M 37k 78.21
2021-06-30 $3.0M 38k 79.23
2021-03-31 $2.8M 38k 73.87
2020-12-31 $2.6M 38k 68.54
2020-09-30 $2.2M 38k 57.32
2020-06-30 $2.1M 39k 53.59
2020-03-31 $1.9M 44k 43.14
2019-12-31 $2.7M 45k 59.57
2019-09-30 $2.5M 45k 55.91
2019-06-30 $2.8M 50k 55.83
2019-03-31 $2.8M 51k 53.91
2018-12-31 $2.8M 60k 46.46
2018-09-30 $3.6M 16k 220.57
2018-06-30 $3.5M 16k 212.12
2018-03-31 $3.5M 17k 206.43
2017-12-31 $769k 3.7k 208.12
2017-09-30 $3.9M 20k 197.13
2017-06-30 $4.3M 23k 192.11
2017-03-31 $4.4M 23k 187.16
2016-12-31 $4.3M 24k 178.88
2016-09-30 $4.2M 24k 174.33
2016-06-30 $4.4M 26k 169.88
2016-03-31 $4.3M 26k 162.94
2015-12-31 $874k 5.5k 160.22
2015-09-30 $687k 4.4k 155.47
2015-06-30 $724k 4.3k 170.35
2015-03-31 $736k 4.3k 173.18
2014-12-31 $710k 4.3k 167.06
2014-09-30 $673k 4.3k 158.35
2014-06-30 $691k 4.3k 162.59
2014-03-31 $658k 4.3k 154.82
2013-12-31 $637k 4.3k 149.88
2013-06-30 $552k 4.3k 129.88
2013-03-31 $541k 4.3k 127.29
2012-12-31 $481k 4.3k 113.18

More positions owned by Aspiriant

Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Aspiriant

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