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iShares Russell Midcap Index Fund shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors 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 JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 20k 88.14
2024-06-30 $1.6M 20k 81.08
2024-03-31 $1.7M 20k 84.09
2023-12-31 $1.6M 20k 77.73
2023-09-30 $1.0M 15k 69.25
2023-06-30 $1.1M 15k 73.03
2023-03-31 $1.0M 15k 69.92
2022-12-31 $980k 15k 67.45
2022-09-30 $998k 16k 62.18
2022-06-30 $1.0M 16k 64.67
2022-03-31 $1.3M 16k 78.07
2021-12-31 $1.4M 17k 83.03
2021-09-30 $1.3M 17k 78.21
2021-06-30 $518k 6.5k 79.30
2021-03-31 $521k 7.0k 73.91
2020-12-31 $504k 7.3k 68.58
2020-09-30 $456k 7.9k 57.37
2020-06-30 $448k 8.3k 53.66
2020-03-31 $177k 4.1k 43.20
2019-12-31 $260k 4.4k 59.62
2019-09-30 $244k 4.4k 55.95
2019-06-30 $249k 4.5k 55.82
2019-03-31 $241k 4.5k 54.02
2018-12-31 $244k 5.2k 46.53
2018-09-30 $289k 1.3k 220.44
2018-06-30 $309k 1.5k 212.37
2018-03-31 $300k 1.5k 206.19
2017-12-31 $303k 1.5k 208.25
2017-09-30 $258k 1.3k 196.80
2017-06-30 $251k 1.3k 192.04
2017-03-31 $222k 1.2k 178.89
2016-12-31 $222k 1.2k 178.89
2016-09-30 $231k 1.3k 174.60
2016-06-30 $229k 1.4k 168.01
2016-03-31 $222k 1.4k 162.88
2015-12-31 $238k 1.5k 160.49

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

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