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iShares Russell Midcap Index Fund shares owned by Kuntz Lesher Capital

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

Historical chart of Kuntz Lesher Capital 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 Kuntz Lesher Capital 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 Kuntz Lesher Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 15k 88.14
2024-06-30 $1.2M 15k 81.08
2024-03-31 $1.2M 15k 84.09
2023-12-31 $1.2M 16k 77.73
2023-09-30 $1.0M 15k 69.25
2023-06-30 $1.1M 14k 73.03
2023-03-31 $1.0M 14k 69.92
2022-12-31 $967k 14k 67.45
2022-09-30 $882k 14k 62.13
2022-06-30 $953k 15k 64.67
2022-03-31 $1.1M 15k 78.04
2021-12-31 $1.2M 15k 83.03
2021-09-30 $1.1M 15k 78.24
2021-06-30 $1.1M 14k 79.25
2021-03-31 $1.1M 14k 73.96
2020-12-31 $721k 11k 68.55
2020-09-30 $621k 11k 57.41
2020-06-30 $605k 11k 53.63
2020-03-31 $390k 9.0k 43.16
2019-12-31 $573k 9.6k 59.61
2019-09-30 $542k 9.7k 55.95
2019-06-30 $620k 11k 55.96
2019-03-31 $590k 11k 53.71
2018-12-31 $406k 8.8k 46.25
2018-09-30 $445k 2.0k 221.61
2018-06-30 $424k 2.0k 212.53
2018-03-31 $394k 1.9k 205.53
2017-12-31 $446k 2.1k 208.90
2017-09-30 $830k 4.2k 197.34
2017-06-30 $840k 4.4k 192.88
2017-03-31 $986k 5.3k 187.17
2016-12-31 $737k 4.1k 178.93
2016-09-30 $713k 4.1k 174.20
2016-06-30 $317k 1.9k 170.34

More positions owned by Kuntz Lesher Capital

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kuntz Lesher Capital

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