Oakworth Capital »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $112M 1.2M 96.55
2025-06-30 $105M 1.1M 91.97
2025-03-31 $95M 1.1M 85.07
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)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Short Treasury Bond Etf Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Spdr Gold Shares Mutual Fund/sto (GLD)
Alphabet Inc Sr Common Stock (GOOG)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Apple Common Stock (AAPL)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
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
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund