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iShares Russell Midcap Index Fund shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 28k 80.37
2023-12-31 $2.1M 28k 76.55
2023-09-30 $1.8M 28k 66.17
2023-06-30 $2.0M 27k 74.71
2023-03-31 $1.8M 25k 69.80
2022-12-31 $1.9M 25k 74.22
2022-09-30 $1.8M 26k 66.87
2022-06-30 $1.9M 26k 71.01
2022-03-31 $1.7M 25k 68.20
2021-12-31 $1.9M 25k 76.15
2021-09-30 $2.3M 27k 84.30
2021-06-30 $2.3M 29k 79.61
2021-03-31 $1.9M 24k 78.44
2020-12-31 $1.7M 24k 71.28
2020-09-30 $1.3M 22k 60.00
2020-06-30 $1.2M 22k 56.39
2020-03-31 $1.0M 22k 48.04
2019-12-31 $1.2M 19k 61.18
2019-09-30 $760k 14k 56.43
2019-06-30 $757k 13k 56.40
2019-03-31 $739k 13k 55.25
2018-12-31 $652k 13k 48.91
2018-09-30 $652k 13k 49.14
2018-06-30 $676k 3.2k 212.18
2018-03-31 $658k 3.2k 206.53
2017-12-31 $661k 3.2k 208.19
2017-09-30 $621k 3.1k 197.27
2017-06-30 $68k 358 189.94
2017-03-31 $466k 2.5k 187.22
2016-12-31 $444k 2.5k 178.96
2016-09-30 $429k 2.5k 174.46
2016-06-30 $412k 2.4k 168.23
2016-03-31 $399k 2.4k 162.92
2015-12-31 $368k 2.3k 159.93
2015-09-30 $270k 1.7k 155.35
2015-06-30 $525k 3.1k 170.29
2015-03-31 $532k 3.2k 166.98

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

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