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iShares Russell Midcap Index Fund shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors 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 Plante Moran Financial Advisors 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $833k 9.5k 88.14
2024-06-30 $784k 9.7k 81.08
2024-03-31 $1.3M 15k 84.09
2023-12-31 $1.2M 15k 77.73
2023-09-30 $1.1M 16k 69.25
2023-06-30 $1.2M 16k 73.03
2023-03-31 $1.2M 17k 69.92
2022-12-31 $1.2M 17k 67.45
2022-09-30 $980k 16k 62.15
2022-06-30 $1.2M 19k 64.66
2022-03-31 $1.5M 19k 78.02
2021-12-31 $1.6M 20k 82.99
2021-09-30 $1.4M 18k 78.20
2021-06-30 $1.4M 18k 79.22
2021-03-31 $1.3M 17k 73.91
2020-12-31 $1.2M 18k 68.56
2020-09-30 $1.0M 18k 57.38
2020-06-30 $1.0M 19k 53.62
2020-03-31 $781k 18k 43.20
2019-12-31 $1.5M 25k 59.63
2019-09-30 $1.4M 25k 55.95
2019-06-30 $1.4M 25k 55.89
2019-03-31 $1.4M 25k 53.95
2018-12-31 $834k 18k 46.49
2018-09-30 $989k 4.5k 220.51
2018-06-30 $952k 4.5k 212.26
2018-03-31 $926k 4.5k 206.47
2017-12-31 $951k 4.6k 208.19
2017-09-30 $879k 4.5k 197.17
2017-06-30 $856k 4.5k 192.01
2017-03-31 $856k 4.6k 187.27
2016-12-31 $818k 4.6k 178.95
2016-09-30 $797k 4.6k 174.36
2016-06-30 $634k 3.8k 168.26
2016-03-31 $614k 3.8k 162.95
2015-12-31 $604k 3.8k 160.30
2015-09-30 $585k 3.8k 155.67
2015-06-30 $640k 3.8k 170.30
2015-03-31 $531k 3.1k 173.08
2014-12-31 $397k 2.4k 166.95
2014-09-30 $358k 2.3k 158.27
2014-06-30 $55k 340 161.76
2014-03-31 $11k 69 159.42
2011-09-30 $3.0k 35 85.71
2011-06-30 $91k 835 108.98
2011-03-31 $4.0k 35 114.29

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Pepsico Stock (PEP)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)

View all positions for Plante Moran Financial Advisors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
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

View all funds holding iShares Russell Midcap Index Fund