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iShares Russell Midcap Index Fund shares owned by Gradient Investments

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

Historical chart of Gradient Investments 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 Gradient Investments 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 Gradient Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 12k 81.08
2024-03-31 $228k 2.7k 84.09
2023-12-31 $211k 2.7k 77.73
2023-09-30 $188k 2.7k 69.25
2023-06-30 $193k 2.6k 73.03
2023-03-31 $420 6 70.00
2022-06-30 $37k 575 64.35
2021-06-30 $3.0k 36 83.33
2021-03-31 $15k 207 72.46
2019-12-31 $10k 160 62.50
2019-09-30 $14k 257 54.47
2019-06-30 $9.0k 160 56.25
2019-03-31 $9.0k 160 56.25
2018-12-31 $12k 260 46.15
2018-09-30 $14k 65 215.38
2018-06-30 $14k 65 215.38
2018-03-31 $15k 71 211.27
2017-12-31 $5.0k 25 200.00
2017-06-30 $0 1 0.00
2017-03-31 $0 1 0.00
2016-12-31 $33k 182 181.32
2016-09-30 $0 1 0.00
2016-06-30 $0 1 0.00
2016-03-31 $0 1 0.00
2015-12-31 $4.0k 23 173.91
2015-09-30 $10k 67 149.25
2015-06-30 $11k 67 164.18
2015-03-31 $16k 95 168.42
2014-12-31 $5.0M 30k 167.05
2014-09-30 $3.9M 25k 158.34
2014-06-30 $3.7M 23k 162.58
2014-03-31 $3.4M 22k 154.75
2013-12-31 $2.6M 18k 149.96
2013-09-30 $1.7M 12k 139.11
2013-06-30 $1.4M 11k 129.89

More positions owned by Gradient Investments

Spdr Ser Tr Portfolio S&p500 (SPLG)
Innovator Etfs Trust Gradient Tactic (IGTR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Amazon (AMZN)
Doubleline Etf Trust Mortgage Etf (DMBS)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Powershares Actively Managed Ultra Shrt Dur (GSY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Gradient Investments

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Us Bancorp
Pnc Financial Services
Northern Trust
Baird Financial
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Ameriprise Financial
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Index Fund