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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
2024-09-30 $220k 2.5k 88.14
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)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Gradient Tactic (IGTR)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Doubleline Etf Trust Mortgage Etf (DMBS)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Henderson Securi (JSI)
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

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

View all funds holding iShares Russell Midcap Index Fund