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iShares Russell Midcap Index Fund shares owned by Private Ocean

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

Historical chart of Private Ocean investment in iShares Russell Midcap Index Fund

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All positions including iShares Russell Midcap Index Fund held by Private Ocean 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 Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $525k 6.5k 81.09
2024-03-31 $545k 6.5k 84.10
2023-12-31 $504k 6.5k 77.73
2023-09-30 $463k 6.7k 69.25
2023-06-30 $473k 6.5k 73.03
2023-03-31 $453k 6.5k 69.92
2022-12-31 $437k 6.5k 67.44
2022-09-30 $402k 6.5k 62.05
2022-06-30 $418k 6.5k 64.52
2022-03-31 $511k 6.5k 78.11
2021-12-31 $543k 6.5k 83.00
2021-09-30 $512k 6.5k 78.26
2021-06-30 $518k 6.5k 79.18
2021-03-31 $483k 6.5k 73.90
2020-12-31 $448k 6.5k 68.53
2020-09-30 $375k 6.5k 57.41
2020-06-30 $349k 6.5k 53.47
2020-03-31 $281k 6.5k 43.12
2019-12-31 $389k 6.5k 59.69
2019-09-30 $365k 6.5k 56.09
2019-06-30 $363k 6.5k 55.79
2019-03-31 $353k 6.5k 54.03
2018-12-31 $303k 6.5k 46.46
2018-09-30 $397k 1.8k 220.31
2018-06-30 $381k 1.8k 211.90
2018-03-31 $371k 1.8k 206.34
2017-12-31 $308k 1.5k 208.11
2017-09-30 $290k 1.5k 197.01
2017-06-30 $282k 1.5k 192.36
2017-03-31 $274k 1.5k 186.90
2016-12-31 $327k 1.8k 178.59
2016-09-30 $316k 1.8k 174.10
2016-06-30 $304k 1.8k 168.23
2016-03-31 $294k 1.8k 162.70
2015-12-31 $372k 2.3k 160.14
2015-09-30 $360k 2.3k 155.84
2015-06-30 $393k 2.3k 170.13
2015-03-31 $399k 2.3k 173.10
2014-12-31 $384k 2.3k 167.25
2014-09-30 $363k 2.3k 158.38
2014-06-30 $372k 2.3k 162.52
2014-03-31 $354k 2.3k 154.72
2013-12-31 $343k 2.3k 149.91

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

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