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iShares Russell Midcap Index Fund shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors 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 Transamerica Financial Advisors 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 Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 234k 77.73
2023-09-30 $18M 252k 69.25
2023-06-30 $19M 253k 73.03
2023-03-31 $17M 241k 69.92
2022-12-31 $17M 247k 67.45
2022-09-30 $16M 256k 62.15
2022-06-30 $16M 244k 64.66
2022-03-31 $174k 2.2k 78.38
2021-12-31 $224k 2.7k 83.02
2021-09-30 $213k 2.7k 78.22
2021-06-30 $233k 2.9k 79.44
2021-03-31 $234k 3.2k 74.22
2020-12-31 $265k 3.9k 68.69
2020-09-30 $308k 5.4k 57.53
2020-06-30 $12M 230k 53.60
2020-03-31 $258k 6.0k 43.26
2019-12-31 $400k 6.7k 59.76
2019-09-30 $441k 7.9k 56.02
2019-06-30 $10M 185k 55.87
2019-03-31 $1.5M 27k 53.99
2018-12-31 $10M 223k 46.48
2018-09-30 $13M 57k 220.51
2018-06-30 $13M 62k 212.14
2018-03-31 $13M 62k 206.45
2017-12-31 $14M 68k 208.13
2017-09-30 $18M 91k 197.15
2017-06-30 $19M 96k 192.12
2017-03-31 $20M 107k 187.18
2016-12-31 $20M 113k 178.87
2016-09-30 $22M 128k 174.32
2016-06-30 $26M 152k 168.20
2016-03-31 $30M 185k 162.92
2015-12-31 $34M 209k 160.18
2015-09-30 $32M 203k 155.56
2015-06-30 $33M 192k 170.31
2015-03-31 $31M 180k 173.12
2014-12-31 $23M 137k 167.04
2014-09-30 $21M 130k 158.35
2014-06-30 $21M 127k 162.56
2014-03-31 $19M 119k 154.76
2013-12-31 $18M 120k 149.98
2013-09-30 $16M 117k 139.08
2013-06-30 $15M 115k 129.90
2013-03-31 $14M 110k 127.30
2012-09-30 $10M 94k 110.75
2012-06-30 $8.9M 84k 105.35
2012-03-31 $8.6M 77k 110.73
2011-09-30 $5.5M 63k 88.26

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
RBB Sgi Diversi Tac (DYTA)
Ishares Tr Rus Mid Cap Etf (IWR)
RBB Sgi Us Large Cap (SGLC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Transamerica Financial Advisors

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
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund