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iShares Russell Midcap Index Fund shares owned by JMG Financial Group

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

Historical chart of JMG Financial Group 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 JMG Financial Group 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 JMG Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $74M 953k 77.73
2023-09-30 $65M 931k 69.25
2023-06-30 $69M 948k 73.03
2023-03-31 $67M 958k 69.92
2022-12-31 $65M 966k 67.45
2022-09-30 $63M 1.0M 62.15
2022-06-30 $68M 1.1M 64.66
2022-03-31 $91M 1.2M 78.04
2021-12-31 $99M 1.2M 83.01
2021-09-30 $95M 1.2M 78.22
2021-06-30 $98M 1.2M 79.24
2021-03-31 $92M 1.2M 73.93
2020-12-31 $89M 1.3M 68.55
2020-09-30 $76M 1.3M 57.38
2020-06-30 $72M 1.3M 53.60
2020-03-31 $55M 1.3M 43.17
2019-12-31 $71M 1.2M 59.62
2019-09-30 $67M 1.2M 55.95
2019-06-30 $66M 1.2M 55.87
2019-03-31 $65M 1.2M 53.95
2018-12-31 $63M 1.3M 46.48
2018-09-30 $80M 362k 220.50
2018-06-30 $71M 337k 212.14
2018-03-31 $68M 327k 206.44
2017-12-31 $68M 324k 208.13
2017-09-30 $65M 327k 197.15
2017-06-30 $68M 354k 192.11
2017-03-31 $64M 342k 187.18
2016-12-31 $55M 310k 178.86
2016-09-30 $51M 293k 174.32
2016-06-30 $48M 287k 168.20
2016-03-31 $48M 297k 162.92
2015-12-31 $38M 238k 160.18
2015-09-30 $28M 179k 155.56
2015-06-30 $29M 168k 170.31
2015-03-31 $26M 148k 173.12
2014-12-31 $16M 93k 167.04
2014-09-30 $13M 84k 158.34
2014-06-30 $13M 82k 162.55
2014-03-31 $12M 78k 154.76
2013-12-31 $11M 76k 149.98
2013-09-30 $11M 79k 139.07
2013-06-30 $10M 79k 129.89
2013-03-31 $11M 84k 127.29
2012-12-31 $9.5M 84k 113.10
2012-09-30 $9.9M 90k 110.75
2012-06-30 $9.3M 88k 105.36
2012-03-31 $10M 90k 110.72
2011-12-31 $8.7M 89k 98.42
2011-09-30 $7.8M 89k 88.25
2011-06-30 $10M 92k 109.34
2011-03-31 $10M 93k 108.99

More positions owned by JMG Financial Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Mid-Cap ETF (VO)
Vanguard Europe Pacific ETF (VEA)
Schwab Strategic Tr us lrg cap etf (SCHX)
Spdr S&p 500 Etf (SPY)
Dimensional Etf Trust (DFSV)
Vanguard Emerging Markets ETF (VWO)
Sch Us Mid-cap Etf etf (SCHM)
iShares Russell Midcap Index Fund (IWR)
Schwab International Equity ETF (SCHF)
Dimensional Etf Trust (DFGR)
Vanguard Small-Cap Value ETF (VBR)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Large-Cap ETF (VV)
Vanguard Total Stock Market ETF (VTI)

View all positions for JMG Financial Group

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