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iShares Russell Midcap Index Fund shares owned by Oakworth Capital

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

Historical chart of Oakworth 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 Oakworth 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $98M 1.1M 88.40
2024-09-30 $96M 1.1M 88.14
2024-06-30 $88M 1.1M 81.08
2024-03-31 $91M 1.1M 84.09
2023-12-31 $84M 1.1M 77.73
2023-09-30 $74M 1.1M 69.25
2023-06-30 $82M 1.1M 73.03
2023-03-31 $106M 1.5M 69.92
2022-12-31 $102M 1.5M 67.45
2022-09-30 $92M 1.5M 62.15
2022-06-30 $95M 1.5M 64.66
2022-03-31 $112M 1.4M 78.04
2021-12-31 $110M 1.3M 83.01
2021-09-30 $99M 1.3M 78.22
2021-06-30 $94M 1.2M 79.24
2021-03-31 $78M 1.1M 73.93
2020-12-31 $61M 890k 68.55
2020-09-30 $36M 623k 57.38
2020-06-30 $33M 617k 53.60
2020-03-31 $21M 481k 43.17
2019-12-31 $14M 240k 59.75
2019-09-30 $16M 279k 55.95
2019-06-30 $16M 279k 55.87
2019-03-31 $14M 266k 53.95
2018-12-31 $13M 271k 46.48
2018-09-30 $14M 66k 220.50
2018-06-30 $12M 57k 212.13
2018-03-31 $11M 53k 206.07
2017-12-31 $10M 50k 207.14
2017-09-30 $8.6M 45k 192.69
2017-06-30 $7.9M 41k 192.09
2017-03-31 $7.1M 38k 187.19
2016-12-31 $4.9M 28k 177.74
2016-09-30 $4.6M 26k 174.32
2016-06-30 $275k 1.6k 167.09
2016-03-31 $265k 1.6k 162.65
2015-12-31 $261k 1.6k 160.07
2015-09-30 $238k 1.5k 155.29
2015-06-30 $156k 955 163.27
2015-03-31 $156k 907 172.34
2014-12-31 $160k 955 167.80
2014-09-30 $156k 955 163.27
2014-06-30 $156k 955 163.27
2014-03-31 $150k 975 154.01
2013-12-31 $146k 975 149.67

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Alphabet Common Stock (GOOG)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Baird Financial
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Envestnet Asset Management
Ameriprise Financial
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Index Fund