Homrich Berg »

iShares Russell Midcap Index Fund shares owned by Homrich Berg

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

Historical chart of Homrich Berg investment in iShares Russell Midcap Index Fund

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All positions including iShares Russell Midcap Index Fund held by Homrich Berg 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 Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $485k 6.2k 78.29
2021-03-31 $227k 3.1k 73.99
2020-12-31 $213k 3.1k 68.53
2018-12-31 $260k 5.6k 46.43
2018-09-30 $310k 1.4k 220.64
2018-06-30 $443k 2.1k 212.27
2018-03-31 $244k 1.2k 206.43
2017-12-31 $246k 1.2k 208.12

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

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