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iShares Russell Midcap Index Fund shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 118k 88.14
2024-06-30 $9.1M 112k 81.08
2024-03-31 $9.3M 111k 84.09
2023-12-31 $8.2M 105k 77.73
2023-09-30 $6.4M 92k 69.25
2023-06-30 $6.5M 89k 73.03
2023-03-31 $2.1M 30k 69.92
2022-12-31 $1.9M 26k 73.06
2022-09-30 $1.8M 28k 62.15
2022-06-30 $2.0M 31k 64.66
2022-03-31 $1.9M 24k 78.04
2021-12-31 $2.0M 24k 83.01
2021-09-30 $1.2M 15k 78.22
2021-06-30 $1.2M 16k 79.24
2021-03-31 $1.1M 15k 73.93
2020-12-31 $983k 14k 68.55
2020-09-30 $852k 15k 57.38
2020-06-30 $430k 8.0k 53.60
2020-03-31 $346k 8.0k 43.17
2019-12-31 $815k 14k 59.62
2019-09-30 $456k 8.2k 55.95
2019-06-30 $326k 11k 30.91
2019-03-31 $315k 32k 9.95
2018-12-31 $245k 5.3k 46.48
2018-09-30 $299k 1.4k 220.83
2018-06-30 $279k 1.3k 212.01
2018-03-31 $277k 1.3k 206.56
2017-12-31 $323k 1.6k 208.12
2017-09-30 $306k 1.6k 197.16
2017-06-30 $250k 1.3k 192.16
2017-03-31 $244k 1.3k 187.55
2016-12-31 $257k 1.4k 178.84
2016-09-30 $250k 1.4k 173.97
2015-09-30 $134k 860 155.81

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment 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