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iShares Russell Midcap Index Fund shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Service 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 Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 29k 77.73
2023-09-30 $2.0M 30k 69.25
2023-06-30 $2.2M 30k 73.03
2023-03-31 $2.1M 30k 69.92
2022-12-31 $2.1M 31k 67.45
2022-09-30 $1.8M 29k 62.14
2022-06-30 $1.5M 24k 64.68
2022-03-31 $1.6M 20k 78.03
2021-12-31 $1.5M 18k 83.02
2021-09-30 $1.4M 18k 78.19
2021-06-30 $1.4M 18k 79.21
2021-03-31 $1.3M 17k 73.94
2020-12-31 $1.2M 17k 68.52
2020-09-30 $978k 17k 57.38
2020-06-30 $908k 17k 53.60
2020-03-31 $723k 17k 43.16
2019-12-31 $999k 17k 59.63
2019-09-30 $931k 17k 55.95
2019-06-30 $929k 17k 55.84
2019-03-31 $885k 16k 53.95
2018-12-31 $734k 16k 46.45
2018-09-30 $698k 3.2k 220.68
2018-06-30 $668k 3.2k 212.00
2018-03-31 $650k 3.2k 206.28
2017-12-31 $654k 3.1k 208.21
2017-09-30 $614k 3.1k 197.05
2017-06-30 $566k 2.9k 191.93
2017-03-31 $552k 2.9k 187.18
2016-12-31 $538k 3.0k 178.98
2016-09-30 $490k 2.8k 174.32
2016-06-30 $428k 2.5k 168.11
2016-03-31 $415k 2.5k 163.00
2015-12-31 $463k 2.9k 160.15
2015-09-30 $501k 3.2k 155.45
2015-06-30 $547k 3.2k 170.25
2015-03-31 $455k 2.6k 173.14
2014-12-31 $393k 2.4k 166.88
2014-09-30 $332k 2.1k 158.17
2014-06-30 $341k 2.1k 162.61
2014-03-31 $259k 1.7k 154.90

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

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