Baystate Wealth Management »

iShares Russell Midcap Index Fund shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management 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 Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $50M 648k 77.73
2023-09-30 $44M 628k 69.25
2023-06-30 $670k 9.2k 73.03
2023-03-31 $51M 736k 69.92
2022-12-31 $47M 701k 67.45
2022-09-30 $43M 688k 62.15
2022-06-30 $44M 683k 64.66
2022-03-31 $50M 639k 78.04
2021-12-31 $50M 602k 83.01
2021-09-30 $45M 581k 78.22
2021-06-30 $44M 558k 79.24
2021-03-31 $40M 536k 73.93
2020-12-31 $33M 475k 68.55
2020-09-30 $32M 557k 57.38
2020-06-30 $32M 595k 53.60
2020-03-31 $34M 781k 43.17
2019-12-31 $50M 843k 59.62
2019-09-30 $79M 1.4M 55.95
2019-06-30 $79M 1.4M 56.30
2019-03-31 $79M 1.4M 55.80
2018-12-31 $71M 1.4M 50.43
2018-09-30 $71M 340k 207.94
2018-06-30 $71M 330k 215.30
2018-03-31 $83M 398k 207.99
2017-12-31 $84M 387k 218.14
2017-09-30 $75M 375k 199.01
2017-06-30 $69M 353k 193.95
2017-03-31 $41M 220k 185.56
2016-12-31 $40M 216k 182.57
2016-09-30 $38M 219k 174.32
2016-06-30 $37M 219k 168.20
2016-03-31 $36M 221k 162.92
2015-12-31 $33M 204k 160.18
2015-09-30 $30M 191k 155.56
2015-06-30 $28M 166k 170.31
2015-03-31 $25M 145k 173.12
2014-12-31 $23M 135k 167.04
2014-09-30 $21M 133k 158.34
2014-06-30 $20M 125k 162.56
2014-03-31 $18M 118k 154.76
2013-12-31 $17M 113k 149.98
2013-09-30 $15M 105k 139.07
2013-06-30 $13M 100k 129.89

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Baird Financial
Bank of New York Mellon
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