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iShares Russell Midcap Index Fund shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset Management 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 Occidental Asset Management 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 Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 13k 88.14
2024-06-30 $1.0M 13k 81.08
2024-03-31 $1.1M 13k 84.09
2023-12-31 $999k 13k 77.73
2023-09-30 $1.2M 17k 69.25
2023-06-30 $1.3M 17k 73.03
2023-03-31 $1.2M 17k 69.92
2022-12-31 $1.2M 17k 67.45
2022-09-30 $1.1M 17k 62.15
2022-06-30 $1.1M 17k 64.66
2022-03-31 $1.4M 17k 78.07
2021-12-31 $3.2M 38k 83.01
2021-09-30 $1.4M 17k 78.22
2021-06-30 $1.4M 17k 79.21
2021-03-31 $1.3M 17k 73.91
2020-12-31 $1.2M 18k 68.58
2020-09-30 $1.0M 18k 57.39
2020-06-30 $938k 18k 53.62
2020-03-31 $755k 18k 43.16
2019-12-31 $1.0M 18k 59.62
2019-09-30 $982k 18k 55.92
2019-06-30 $907k 16k 55.89
2019-03-31 $876k 16k 53.98
2018-12-31 $754k 16k 46.46
2018-09-30 $895k 4.1k 220.61
2018-06-30 $861k 4.1k 212.23
2018-03-31 $844k 4.1k 208.04
2017-12-31 $844k 4.1k 208.04
2017-09-30 $800k 4.1k 197.19
2017-06-30 $802k 4.2k 192.05
2017-03-31 $759k 4.1k 187.08
2016-12-31 $726k 4.1k 178.95
2016-09-30 $763k 4.4k 174.36
2016-06-30 $1.1M 6.8k 168.16

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr Portfolio Short (SPSB)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Occidental Asset Management

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