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iShares Russell Midcap Index Fund shares owned by Sonata Capital

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

Historical chart of Sonata 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 Sonata 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 188k 88.14
2024-06-30 $15M 187k 81.08
2024-03-31 $16M 184k 84.09
2023-12-31 $14M 186k 77.73
2023-09-30 $13M 185k 69.25
2023-06-30 $14M 188k 73.03
2023-03-31 $13M 190k 69.92
2022-12-31 $13M 194k 67.45
2022-09-30 $12M 196k 62.15
2022-06-30 $13M 194k 64.66
2022-03-31 $13M 170k 78.04
2021-12-31 $12M 149k 83.01
2021-09-30 $12M 148k 78.22
2021-06-30 $9.8M 124k 79.24
2021-03-31 $9.1M 123k 73.93
2020-12-31 $8.4M 123k 68.55
2020-09-30 $6.9M 121k 57.38
2020-06-30 $6.5M 122k 53.60
2020-03-31 $5.2M 121k 43.17
2019-12-31 $7.6M 127k 59.62
2019-09-30 $7.2M 128k 55.95
2019-06-30 $7.2M 130k 55.87
2019-03-31 $6.5M 120k 53.95
2018-12-31 $5.6M 121k 46.48
2018-09-30 $6.6M 30k 220.51
2018-06-30 $6.3M 30k 212.15
2018-03-31 $6.3M 30k 206.43
2017-12-31 $6.3M 31k 208.13
2017-09-30 $6.0M 30k 197.15
2017-06-30 $6.3M 33k 192.11
2017-03-31 $6.1M 33k 187.18
2016-12-31 $6.1M 34k 178.86
2016-09-30 $5.6M 32k 174.33
2016-06-30 $5.4M 32k 168.19
2016-03-31 $5.4M 33k 162.91
2015-12-31 $5.4M 34k 160.19
2015-09-30 $5.2M 34k 155.56
2015-06-30 $5.7M 33k 170.32
2015-03-31 $6.5M 38k 173.12
2014-12-31 $6.3M 38k 167.05

More positions owned by Sonata Capital

Ishares Russell Mid Cap Etf Etf (IWR)
Ishares Russell 1000 Growth Et Etf (IWF)
Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell 2000 Value Etf Etf (IWN)
Apple (AAPL)
Vanguard Total Stock Market Et Etf (VTI)
Vanguard High Dividend Yield E Etf (VYM)
Amazon (AMZN)
Ishares S&p 500 Growth Etf Etf (IVW)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

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