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iShares Russell Midcap Index Fund shares owned by Pegasus Partners

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

Historical chart of Pegasus Partners 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 Pegasus Partners 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 Pegasus Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $66M 748k 88.14
2024-03-31 $66M 779k 84.09
2023-12-31 $62M 802k 77.73
2023-09-30 $58M 830k 69.25
2023-06-30 $63M 860k 73.03
2023-03-31 $59M 849k 69.92
2022-12-31 $52M 767k 67.45
2022-09-30 $37M 601k 62.15
2022-06-30 $29M 441k 64.66
2022-03-31 $48M 610k 78.04
2021-12-31 $51M 611k 83.01
2021-09-30 $33M 426k 78.22
2021-06-30 $34M 427k 79.24
2021-03-31 $23M 315k 73.93
2020-12-31 $12M 178k 68.55
2020-09-30 $9.1M 158k 57.38
2020-06-30 $8.8M 164k 53.60
2020-03-31 $10M 238k 43.17
2019-12-31 $12M 199k 59.62
2019-09-30 $11M 196k 55.95
2019-06-30 $13M 225k 55.87
2019-03-31 $12M 214k 53.95
2018-12-31 $29M 627k 46.48
2018-09-30 $12M 56k 220.51
2018-06-30 $12M 59k 212.14
2018-03-31 $13M 64k 206.45
2017-12-31 $13M 64k 208.14
2017-09-30 $13M 64k 197.15
2017-06-30 $13M 66k 192.11
2017-03-31 $14M 75k 187.17
2016-12-31 $14M 76k 178.86
2016-09-30 $13M 76k 174.32
2016-06-30 $12M 74k 168.20
2016-03-31 $12M 73k 162.92
2015-12-31 $8.1M 51k 160.18
2015-09-30 $912k 5.9k 155.50
2015-06-30 $999k 5.9k 170.33

More positions owned by Pegasus Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Pegasus Partners

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
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
LPL Financial
Johnson Investment Counsel

View all funds holding iShares Russell Midcap Index Fund