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iShares Russell Midcap Index Fund shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 176k 88.14
2024-06-30 $15M 190k 81.08
2024-03-31 $16M 187k 84.09
2023-12-31 $14M 181k 77.73
2023-09-30 $12M 171k 69.25
2023-06-30 $13M 172k 73.31
2023-03-31 $13M 181k 69.92
2022-12-31 $1.2M 185k 6.70
2022-09-30 $12M 193k 62.15
2022-06-30 $17M 268k 64.66
2022-03-31 $23M 278k 83.01
2021-12-31 $23M 278k 83.01
2021-09-30 $29M 372k 78.22
2021-06-30 $22M 273k 79.24
2021-03-31 $18M 248k 73.93
2020-12-31 $18M 267k 68.55
2020-09-30 $15M 268k 56.27
2020-06-30 $15M 274k 53.60
2020-03-31 $13M 304k 43.17
2019-12-31 $20M 338k 59.62
2019-09-30 $21M 375k 56.08
2019-06-30 $14M 248k 55.87
2019-03-31 $12M 224k 53.95
2018-12-31 $12M 253k 46.84
2018-09-30 $10M 47k 220.50
2018-06-30 $3.9M 19k 212.39
2018-03-31 $6.1M 30k 206.43
2017-12-31 $4.1M 19k 212.60
2017-09-30 $8.0M 40k 198.94
2017-06-30 $7.5M 39k 190.96
2017-03-31 $7.3M 40k 185.24
2016-12-31 $6.5M 36k 182.28
2016-09-30 $6.4M 37k 172.36
2016-06-30 $6.3M 38k 166.91
2016-03-31 $6.9M 42k 164.40
2015-12-31 $6.7M 42k 160.17
2015-09-30 $5.3M 34k 155.54
2015-06-30 $5.1M 30k 170.35
2015-03-31 $4.8M 28k 173.13
2014-12-31 $4.5M 27k 167.05
2014-09-30 $3.9M 25k 158.33
2014-06-30 $4.0M 24k 162.55
2014-03-31 $3.7M 24k 154.75
2013-12-31 $2.7M 18k 149.97

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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