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iShares Russell Midcap Index Fund shares owned by Patriot Financial Group Insurance Agency

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

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 4.2k 84.09
2023-12-31 $321k 4.1k 77.74
2023-09-30 $1.2M 18k 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 $1.2M 19k 64.67
2022-03-31 $1.5M 19k 78.03
2021-12-31 $1.6M 19k 83.04
2021-09-30 $1.4M 18k 78.21
2021-06-30 $1.4M 18k 79.25
2021-03-31 $1.3M 18k 73.92
2020-12-31 $1.3M 19k 68.57
2020-09-30 $1.1M 19k 57.38
2020-06-30 $992k 19k 53.58
2020-03-31 $888k 21k 43.19
2019-12-31 $1.1M 24k 47.20
2019-09-30 $1.3M 24k 55.97
2019-06-30 $1.3M 24k 56.27
2019-03-31 $963k 18k 53.95
2018-12-31 $679k 15k 46.47
2018-09-30 $805k 3.7k 220.37
2018-06-30 $1.1M 5.1k 212.17
2018-03-31 $1.3M 6.2k 201.71
2017-12-31 $1.3M 6.2k 212.79
2017-09-30 $1.2M 6.2k 199.03
2017-06-30 $1.2M 6.2k 190.87
2017-03-31 $1.1M 6.2k 185.22
2016-12-31 $657k 3.6k 181.79

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund