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iShares Russell Midcap Index Fund shares owned by Mycio Wealth Partners

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

Historical chart of Mycio Wealth 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 Mycio Wealth 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 Mycio Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 43k 77.73
2023-09-30 $3.0M 43k 69.25
2023-06-30 $2.9M 40k 73.03
2023-03-31 $2.8M 40k 69.92
2022-12-31 $2.8M 41k 67.45
2022-09-30 $3.0M 49k 62.24
2022-06-30 $3.0M 47k 64.65
2022-03-31 $2.9M 37k 78.04
2021-12-31 $2.6M 32k 83.03
2021-09-30 $2.2M 28k 78.22
2021-06-30 $2.4M 30k 79.23
2021-03-31 $2.0M 28k 73.94
2020-12-31 $1.7M 25k 68.53
2020-09-30 $997k 17k 57.39
2020-06-30 $681k 13k 53.62
2020-03-31 $548k 13k 43.15
2019-12-31 $16M 261k 59.62
2019-09-30 $15M 261k 55.95
2019-06-30 $13M 239k 55.87
2019-03-31 $14M 255k 53.95
2018-12-31 $10M 220k 46.48
2018-09-30 $8.7M 39k 220.51
2018-06-30 $8.2M 39k 212.15
2018-03-31 $8.1M 40k 206.45
2017-12-31 $8.1M 39k 208.13
2017-09-30 $7.7M 39k 197.14
2017-06-30 $7.2M 39k 187.18
2017-03-31 $7.2M 39k 187.18
2016-12-31 $6.8M 38k 178.85
2016-09-30 $5.6M 32k 174.31
2016-06-30 $5.4M 32k 168.21
2016-03-31 $5.0M 31k 162.92
2015-12-31 $4.4M 27k 160.18
2015-09-30 $4.3M 28k 155.55
2015-06-30 $4.7M 27k 170.32
2015-03-31 $4.7M 27k 173.11
2014-12-31 $4.1M 25k 167.02
2014-09-30 $4.0M 25k 158.36
2014-06-30 $4.3M 26k 162.54
2014-03-31 $4.0M 26k 154.77
2013-12-31 $3.8M 26k 149.96
2013-09-30 $8.6M 62k 139.07
2013-06-30 $8.9M 68k 129.89

More positions owned by Mycio Wealth Partners

Chubb (CB)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Broadstone Net Lease (BNL)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Mycio Wealth Partners

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