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iShares Russell Midcap Index Fund shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 245k 84.09
2023-12-31 $25M 323k 77.73
2023-09-30 $20M 292k 69.25
2023-06-30 $20M 277k 73.03
2023-03-31 $18M 257k 69.92
2022-12-31 $16M 241k 67.45
2022-09-30 $16M 249k 62.15
2022-06-30 $15M 228k 64.66
2022-03-31 $15M 186k 78.04
2021-12-31 $15M 175k 83.01
2021-09-30 $11M 134k 78.22
2021-06-30 $3.4M 42k 79.24
2021-03-31 $2.9M 39k 73.92
2020-12-31 $2.7M 39k 68.55
2020-09-30 $2.2M 39k 57.38
2020-06-30 $2.2M 42k 53.61
2020-03-31 $2.0M 47k 43.17
2019-12-31 $3.3M 56k 59.63
2019-09-30 $3.2k 99 32.12
2019-06-30 $3.2M 58k 55.87
2019-03-31 $3.7M 69k 53.95
2018-12-31 $3.3M 70k 46.48
2018-09-30 $8.1M 37k 220.50
2018-06-30 $7.5M 36k 212.15
2018-03-31 $7.1M 35k 206.45
2017-12-31 $7.0M 34k 208.14
2017-09-30 $6.8M 34k 197.14
2017-06-30 $6.5M 34k 192.12
2017-03-31 $5.6M 30k 187.18
2016-12-31 $4.5M 25k 178.86
2016-09-30 $2.9M 17k 174.30
2016-06-30 $2.5M 15k 168.22
2016-03-31 $1.1M 6.9k 162.87
2015-12-31 $1.1M 6.6k 160.17
2015-09-30 $882k 5.7k 155.61
2015-06-30 $1.0M 6.0k 170.42
2015-03-31 $877k 5.1k 172.81
2014-12-31 $706k 4.2k 167.04

More positions owned by Stratos Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund