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iShares Russell Midcap Index Fund shares owned by Ohe Financial

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

Historical chart of Ohe Financial investment in iShares Russell Midcap Index Fund

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All positions including iShares Russell Midcap Index Fund held by Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 28k 96.55
2025-06-30 $2.5M 27k 91.97
2025-03-31 $2.3M 27k 85.07
2024-12-31 $2.4M 27k 88.40
2024-09-30 $2.3M 27k 88.14
2024-06-30 $8.7M 107k 81.08
2024-03-31 $9.5M 114k 84.09
2023-09-30 $8.1M 116k 69.25
2023-06-30 $8.6M 118k 73.03
2023-03-31 $8.1M 116k 69.92
2022-12-31 $7.7M 114k 67.45
2022-09-30 $6.9M 111k 62.15
2022-06-30 $5.5M 85k 64.66
2022-03-31 $6.2M 80k 78.03
2021-12-31 $6.7M 80k 83.02
2021-09-30 $6.0M 77k 78.22
2021-06-30 $6.2M 79k 79.24
2021-03-31 $5.8M 78k 73.93
2020-12-31 $5.4M 79k 68.55
2020-09-30 $4.5M 78k 57.38
2020-06-30 $4.2M 79k 53.61
2020-03-31 $3.8M 182k 21.04
2019-12-31 $4.7M 78k 59.62
2019-09-30 $4.4M 78k 55.96
2019-06-30 $4.2M 76k 55.88
2019-03-31 $3.9M 72k 53.96
2018-12-31 $3.3M 71k 46.49
2018-09-30 $3.8M 17k 220.55
2018-06-30 $3.6M 17k 212.20
2018-03-31 $3.5M 17k 206.46
2017-12-31 $3.4M 17k 208.17
2017-09-30 $3.2M 16k 197.19
2017-06-30 $2.9M 15k 192.17
2017-03-31 $2.9M 16k 187.20
2016-12-31 $2.7M 15k 178.90
2016-09-30 $2.6M 15k 174.37
2016-06-30 $2.5M 15k 168.26
2016-03-31 $2.3M 14k 162.98
2015-12-31 $2.1M 13k 160.21
2015-09-30 $2.1M 14k 155.56
2015-06-30 $2.3M 14k 170.38
2015-03-31 $2.3M 13k 173.16
2014-12-31 $2.4M 14k 167.10
2014-09-30 $2.2M 14k 158.40
2014-06-30 $2.3M 14k 162.63
2014-03-31 $2.3M 15k 154.79
2013-12-31 $2.2M 15k 150.01

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Total Bond Market Index Fund Etf (BND)
Ishares S&p 500 Growth Etf Etf (IVW)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ishares S&p 500 Value Etf Etf (IVE)
Apple Stock (AAPL)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Capital Group International Focus Equity Etf Etf (CGXU)

View all positions for Ohe Financial

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