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iShares Russell Midcap Index Fund shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $44M 565k 77.73
2023-09-30 $34M 497k 69.25
2023-06-30 $34M 471k 73.03
2023-03-31 $33M 469k 69.92
2022-12-31 $32M 472k 67.45
2022-09-30 $23M 373k 62.15
2022-06-30 $31M 481k 64.66
2022-03-31 $25M 315k 78.04
2021-12-31 $26M 315k 83.01
2021-09-30 $25M 313k 78.22
2021-06-30 $24M 302k 79.24
2021-03-31 $22M 300k 73.93
2020-12-31 $20M 296k 68.55
2020-09-30 $17M 293k 57.38
2020-06-30 $15M 276k 53.60
2020-03-31 $12M 279k 43.17
2019-12-31 $16M 273k 59.62
2019-09-30 $16M 277k 55.95
2019-06-30 $15M 276k 55.87
2019-03-31 $15M 274k 53.95
2018-12-31 $13M 274k 46.48
2018-09-30 $15M 69k 220.50
2018-06-30 $14M 67k 212.14
2018-03-31 $14M 68k 206.44
2017-12-31 $14M 68k 208.13
2017-09-30 $14M 69k 197.15
2017-06-30 $12M 65k 192.12
2017-03-31 $12M 65k 187.18
2016-12-31 $12M 65k 178.85
2016-09-30 $11M 63k 174.32
2016-06-30 $11M 63k 168.20
2016-03-31 $11M 66k 162.92
2015-12-31 $11M 66k 160.18
2015-09-30 $9.9M 64k 155.56
2015-06-30 $11M 64k 170.31
2015-03-31 $11M 64k 173.11
2014-12-31 $11M 63k 167.03
2014-09-30 $10M 65k 158.34
2014-06-30 $10M 64k 162.56
2014-03-31 $10M 64k 154.76
2013-12-31 $9.9M 66k 149.98
2013-09-30 $9.5M 68k 139.08
2013-06-30 $8.9M 68k 129.88
2012-12-31 $7.5M 66k 113.10
2012-09-30 $7.4M 67k 110.75
2012-06-30 $7.0M 66k 105.36
2011-12-31 $6.5M 66k 98.42

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

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