Callan Family Office »

iShares Russell Midcap Index Fund shares owned by Callan Family Office

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

Historical chart of Callan Family Office 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 Callan Family Office 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 Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 163k 88.14
2024-06-30 $13M 162k 81.08
2024-03-31 $13M 159k 84.09
2023-09-30 $11M 153k 69.25
2023-06-30 $11M 153k 73.03
2023-03-31 $11M 157k 69.92
2022-12-31 $9.0M 134k 67.45

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Callan Family Office

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund