jvl associates »

iShares Russell Midcap Index Fund shares owned by jvl associates

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

Historical chart of jvl associates 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 jvl associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by jvl associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 2.7k 96.55
2025-06-30 $246k 2.7k 91.97
2025-03-31 $228k 2.7k 85.07
2024-12-31 $237k 2.7k 88.40
2024-09-30 $236k 2.7k 88.14
2024-06-30 $217k 2.7k 81.08
2024-03-31 $225k 2.7k 84.09
2023-12-31 $208k 2.7k 77.73

More positions owned by jvl associates

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for jvl associates

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund