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iShares Russell Midcap Index Fund shares owned by Lgl Partners

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

Historical chart of Lgl Partners 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 Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $774k 8.8k 88.14
2024-06-30 $709k 8.7k 81.08
2024-03-31 $733k 8.7k 84.10
2023-12-31 $676k 8.7k 77.73
2023-09-30 $597k 8.6k 69.25
2023-06-30 $629k 8.6k 73.03
2023-03-31 $601k 8.6k 69.92
2022-12-31 $578k 8.6k 67.45
2022-09-30 $568k 9.1k 62.13
2022-06-30 $548k 8.5k 64.63
2022-03-31 $660k 8.5k 78.09
2021-12-31 $700k 8.4k 83.05
2021-09-30 $657k 8.4k 78.20
2021-06-30 $664k 8.4k 79.29
2021-03-31 $618k 8.4k 73.94
2020-12-31 $571k 8.3k 68.50
2020-09-30 $477k 8.3k 57.41
2020-06-30 $444k 8.3k 53.65
2020-03-31 $356k 8.3k 43.15
2019-12-31 $520k 8.7k 59.59
2019-09-30 $486k 8.7k 55.95
2019-06-30 $484k 8.7k 55.93
2019-03-31 $465k 8.6k 53.92
2018-12-31 $399k 8.6k 46.42
2018-09-30 $469k 2.1k 220.50
2018-06-30 $449k 2.1k 211.99
2018-03-31 $466k 2.3k 206.47
2017-12-31 $468k 2.3k 208.00
2017-09-30 $442k 2.2k 197.32
2017-06-30 $427k 2.2k 192.26
2017-03-31 $416k 2.2k 187.30
2016-12-31 $396k 2.2k 178.86
2016-09-30 $382k 2.2k 173.56
2016-06-30 $365k 2.2k 167.05
2016-03-31 $375k 2.3k 162.76
2015-12-31 $367k 2.3k 160.05

More positions owned by Lgl Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)

View all positions for Lgl Partners

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
Baird Financial
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Ameriprise Financial
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund