Captrust Financial Advisors »

iShares Russell Midcap Index Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 353k 88.14
2024-06-30 $29M 360k 81.08
2024-03-31 $30M 360k 84.09
2023-12-31 $32M 408k 77.73
2023-09-30 $27M 389k 69.25
2023-06-30 $22M 294k 73.03
2023-03-31 $21M 296k 69.92
2022-12-31 $20M 292k 67.45
2022-09-30 $19M 301k 62.15
2022-06-30 $20M 307k 64.66
2022-03-31 $22M 285k 78.04
2021-12-31 $21M 247k 83.01
2021-09-30 $19M 245k 78.22
2021-06-30 $28M 356k 79.24
2021-03-31 $17M 224k 73.93
2020-12-31 $11M 154k 68.55
2020-09-30 $9.2M 159k 57.95
2020-06-30 $11M 197k 53.65
2020-03-31 $9.6M 234k 41.05
2019-12-31 $15M 242k 59.81
2019-09-30 $11M 193k 55.95
2019-06-30 $5.0M 90k 55.87
2019-03-31 $4.7M 87k 53.95
2018-12-31 $2.9M 63k 46.47
2018-09-30 $3.6M 16k 221.75
2018-06-30 $3.4M 16k 212.14
2018-03-31 $2.1M 11k 201.68
2017-12-31 $3.0M 14k 208.14
2017-09-30 $1.8M 9.2k 197.16
2017-06-30 $1.2M 6.4k 192.15
2017-03-31 $1.8M 9.7k 187.22
2016-12-31 $1.8M 10k 178.87
2016-09-30 $316k 1.9k 168.26
2016-06-30 $2.1M 12k 168.22
2016-03-31 $981k 6.0k 162.85
2015-12-31 $965k 6.0k 160.19
2015-09-30 $888k 5.7k 155.60
2015-06-30 $698k 39k 17.76
2015-03-31 $2.1M 12k 173.12
2014-12-31 $953k 5.7k 166.99
2014-09-30 $890k 5.6k 158.28
2014-06-30 $914k 5.6k 162.55
2014-03-31 $2.9M 19k 153.95
2013-12-31 $2.4M 16k 149.95
2013-09-30 $1.9M 14k 139.08
2013-06-30 $1.7M 13k 129.92
2013-03-31 $714k 5.6k 127.32
2012-12-31 $1.9M 17k 113.07
2012-09-30 $622k 5.6k 110.91
2012-06-30 $617k 5.7k 107.90

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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