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iShares Russell Midcap Index Fund shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 18k 96.55
2025-06-30 $1.6M 18k 91.97
2025-03-31 $1.5M 18k 85.07
2024-12-31 $1.2M 13k 88.40
2024-09-30 $1.2M 13k 88.14
2024-06-30 $1.1M 13k 81.08
2024-03-31 $1.2M 14k 84.09
2023-12-31 $1.1M 14k 77.73
2023-09-30 $942k 14k 69.25
2023-06-30 $993k 14k 73.03
2023-03-31 $951k 14k 69.92
2022-12-31 $917k 14k 67.45
2022-09-30 $845k 14k 62.15
2022-06-30 $879k 14k 64.65
2022-03-31 $1.1M 14k 78.03
2021-12-31 $1.1M 14k 83.03
2021-09-30 $1.1M 14k 78.25
2021-06-30 $1.1M 14k 79.21
2021-03-31 $1.0M 14k 73.91
2020-12-31 $932k 14k 68.54
2020-09-30 $793k 14k 57.39
2020-06-30 $741k 14k 53.63
2020-03-31 $596k 14k 43.14
2019-12-31 $824k 14k 59.64
2019-09-30 $773k 14k 55.95
2019-06-30 $772k 14k 55.87
2019-03-31 $745k 14k 53.92
2018-12-31 $642k 14k 46.46
2018-09-30 $762k 3.5k 220.55
2018-06-30 $733k 3.5k 212.16
2018-03-31 $741k 3.6k 206.35
2017-12-31 $498k 2.4k 208.28
2017-09-30 $471k 2.4k 196.99
2017-06-30 $395k 2.1k 192.21

More positions owned by Roundview Capital

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Roundview Capital

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund