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iShares Russell Midcap Index Fund shares owned by Pacific Financial Group

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

Historical chart of Pacific Financial Group 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 Pacific Financial Group 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 Pacific Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $893k 12k 77.73
2023-09-30 $789k 11k 69.25
2023-06-30 $836k 11k 73.03
2023-03-31 $826k 12k 69.92
2022-12-31 $795k 12k 67.45
2022-09-30 $727k 12k 62.13
2022-06-30 $785k 12k 64.68
2022-03-31 $950k 12k 78.06
2021-12-31 $987k 12k 81.29
2021-09-30 $956k 12k 78.23
2021-06-30 $1.0M 13k 79.25
2021-03-31 $1.1M 15k 73.90
2020-12-31 $1.0M 15k 68.54
2020-09-30 $853k 15k 57.40
2020-06-30 $269k 6.2k 43.21
2020-03-31 $269k 6.2k 43.21
2019-12-31 $371k 6.2k 59.60
2019-09-30 $398k 7.1k 55.93
2019-06-30 $397k 7.4k 53.89
2019-03-31 $397k 7.4k 53.89
2018-12-31 $46M 996k 46.48
2016-06-30 $172k 1.0k 168.63
2015-12-31 $163k 1.0k 159.80
2015-09-30 $159k 1.0k 155.88
2015-06-30 $174k 1.0k 170.59
2015-03-31 $177k 1.0k 173.53
2014-12-31 $170k 1.0k 166.67
2014-09-30 $162k 1.0k 158.82
2014-06-30 $166k 1.0k 162.75
2014-03-31 $158k 1.0k 154.90
2013-12-31 $152 95 1.61
2013-09-30 $141k 1.0k 138.24
2013-06-30 $132k 1.0k 129.41
2012-06-30 $282k 2.7k 105.50
2012-03-31 $426k 3.9k 110.65
2011-12-31 $392k 4.0k 98.29
2011-09-30 $291k 3.3k 88.24
2011-06-30 $361k 3.3k 109.46
2011-03-31 $359k 3.3k 108.85

More positions owned by Pacific Financial Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Pacific Financial Group

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
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Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund