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iShares Russell Midcap Index Fund shares owned by Financial Advisory

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

Historical chart of Financial Advisory 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 Financial Advisory 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 Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 35k 84.09
2023-09-30 $2.4M 35k 69.25
2023-06-30 $2.6M 35k 73.03
2023-03-31 $2.5M 35k 69.92
2022-12-31 $2.4M 35k 67.45
2022-09-30 $2.2M 35k 62.16
2022-06-30 $2.3M 35k 64.65
2022-03-31 $2.8M 35k 78.04
2021-12-31 $2.9M 35k 83.02
2021-09-30 $2.8M 35k 78.21
2021-06-30 $2.8M 35k 79.23
2021-03-31 $2.6M 35k 73.94
2020-12-31 $2.4M 35k 68.56
2020-09-30 $2.0M 35k 57.38
2020-06-30 $1.9M 35k 53.61
2020-03-31 $1.5M 35k 43.17
2019-12-31 $2.1M 35k 59.61
2019-09-30 $2.0M 35k 55.96
2019-06-30 $2.0M 35k 56.50
2019-03-31 $1.9M 35k 53.95
2018-12-31 $1.6M 35k 46.48
2018-09-30 $1.9M 8.8k 220.45
2018-06-30 $1.9M 8.8k 212.18
2018-03-31 $1.8M 8.8k 206.41
2017-12-31 $1.8M 8.8k 208.11
2017-09-30 $1.7M 8.8k 197.12
2017-06-30 $1.7M 8.8k 192.14
2017-03-31 $1.7M 8.8k 187.16
2016-12-31 $1.6M 8.8k 178.89
2016-09-30 $1.5M 8.8k 174.37
2016-06-30 $1.5M 8.8k 168.25
2016-03-31 $1.4M 8.8k 162.93
2015-12-31 $1.4M 8.8k 160.21
2015-09-30 $4.1M 27k 155.57
2015-06-30 $1.5M 8.8k 170.40
2015-03-31 $1.5M 8.8k 173.12
2014-12-31 $1.5M 8.8k 169.50
2014-09-30 $1.4M 8.8k 158.40
2014-06-30 $1.4M 8.8k 162.59
2014-03-31 $1.4M 8.8k 154.78
2013-12-31 $1.3M 8.8k 150.02
2013-09-30 $1.2M 8.8k 139.04
2013-06-30 $1.1M 8.8k 129.87

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dbx Etf Tr Xtrak Msci Eafe (DBEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)
Spdr Sp Midcap 400 Etf Tr Utser1 Spdcrp (MDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Powershs Qqq Trust Ser 1 Unit Ser 1

View all positions for Financial Advisory

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