Phillips Financial Management »

iShares Russell Midcap Index Fund shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 37k 84.09
2023-12-31 $2.9M 37k 77.73
2023-09-30 $2.6M 37k 69.25
2023-06-30 $2.7M 37k 73.03
2023-03-31 $3.1M 44k 69.92
2022-12-31 $2.9M 44k 67.45
2022-09-30 $2.7M 44k 62.16
2022-06-30 $2.9M 45k 64.66
2022-03-31 $3.5M 45k 78.04
2021-12-31 $3.9M 47k 83.01
2021-09-30 $3.5M 45k 78.21
2021-06-30 $3.6M 45k 79.25
2021-03-31 $3.4M 46k 73.93
2020-12-31 $3.2M 46k 68.56
2020-09-30 $2.7M 46k 57.37
2020-06-30 $2.6M 49k 53.60
2020-03-31 $2.0M 49k 41.04
2019-12-31 $2.9M 49k 59.61
2019-09-30 $3.0M 53k 55.96
2019-06-30 $3.0M 54k 56.30
2019-03-31 $3.0M 55k 54.57
2018-12-31 $2.5M 55k 46.47
2018-09-30 $3.0M 14k 219.79
2018-06-30 $3.4M 16k 212.38
2018-03-31 $3.2M 16k 203.14
2017-12-31 $3.5M 17k 212.21
2017-09-30 $3.3M 17k 197.13
2017-06-30 $3.3M 17k 195.65
2017-03-31 $3.1M 17k 184.25
2016-12-31 $3.4M 19k 182.31
2016-09-30 $3.2M 19k 169.70
2016-06-30 $3.3M 19k 172.71
2016-03-31 $3.1M 19k 163.67
2015-12-31 $2.8M 19k 146.61
2015-09-30 $3.1M 19k 160.14
2015-06-30 $3.3M 19k 171.45
2015-03-31 $3.4M 20k 174.56
2014-12-31 $3.2M 20k 164.73
2014-09-30 $3.0M 20k 151.81
2014-06-30 $3.2M 20k 160.43
2014-03-31 $3.0M 20k 152.77
2013-12-31 $3.0M 20k 148.86
2013-09-30 $2.8M 20k 140.50
2013-06-30 $2.8M 20k 135.98
2012-09-30 $2.3M 21k 110.76
2012-06-30 $2.2M 21k 104.84
2012-03-31 $2.4M 22k 110.43
2011-09-30 $1.9M 22k 88.23
2011-06-30 $2.4M 22k 108.79
2011-03-31 $2.5M 23k 108.99

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

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
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