Certified Advisory Corp »

iShares Russell Midcap Index Fund shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp 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 Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $663k 8.5k 77.73
2023-09-30 $815k 185k 4.42
2023-06-30 $764k 11k 73.03
2023-03-31 $963k 14k 69.92
2022-12-31 $848k 13k 67.45
2022-09-30 $2.7M 43k 62.16
2022-06-30 $2.8M 43k 64.67
2022-03-31 $3.5M 45k 78.04
2021-12-31 $3.8M 46k 83.02
2021-09-30 $3.5M 44k 78.22
2021-06-30 $3.3M 42k 79.25
2021-03-31 $2.8M 38k 73.92
2020-06-30 $82k 1.5k 53.63
2020-03-31 $19k 449 42.32
2019-12-31 $27k 449 60.13
2019-09-30 $25k 446 56.05
2019-06-30 $25k 446 56.05
2019-03-31 $51k 943 54.08
2018-12-31 $44k 941 46.76
2018-09-30 $52k 234 222.22
2018-06-30 $50k 234 213.68
2018-03-31 $48k 233 206.01
2017-12-31 $48k 233 206.01

More positions owned by Certified Advisory Corp

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Convertible Bond Etf Etf (ICVT)
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Information Technology Etf (VGT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Vanguard High Dividend Yield Etf (VYM)
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)

View all positions for Certified Advisory Corp

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