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iShares Russell Midcap Index Fund shares owned by Blue Oak Capital

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

Historical chart of Blue Oak Capital 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 Blue Oak Capital 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 Blue Oak Capital

Quarter filed Position value Share count Share price at filing
2025-06-30 $917k 10k 91.97
2025-03-31 $849k 10k 85.07
2024-12-31 $882k 10k 88.40

More positions owned by Blue Oak Capital

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Global Sustaina (DFSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Blue Oak Capital

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