UBS Group »

iShares Russell Midcap Index Fund shares owned by UBS Group

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

Historical chart of UBS Group 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 UBS Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $475M 5.4M 88.40
2024-09-30 $540M 6.1M 88.14
2024-06-30 $419M 5.2M 81.08
2024-03-31 $456M 5.4M 84.09
2023-12-31 $421M 5.4M 77.73
2023-09-30 $378M 5.5M 69.25
2023-06-30 $393M 5.4M 73.03
2023-03-31 $373M 5.3M 69.92
2022-12-31 $366M 5.4M 67.45
2022-09-30 $329M 5.3M 62.17
2022-06-30 $341M 5.3M 64.66
2022-03-31 $474M 6.1M 77.98
2021-12-31 $508M 6.1M 83.01
2021-09-30 $469M 6.0M 78.22
2021-06-30 $469M 6.0M 78.13
2021-03-31 $458M 6.2M 73.93
2020-12-31 $418M 6.1M 68.75
2020-09-30 $379M 6.6M 57.38
2020-06-30 $336M 6.3M 53.60
2020-03-31 $271M 6.3M 43.17
2019-12-31 $409M 6.9M 59.38
2019-09-30 $384M 6.8M 56.25
2019-06-30 $384M 6.9M 55.87
2019-03-31 $360M 6.8M 53.12
2018-12-31 $323M 6.9M 47.14
2018-09-30 $370M 1.7M 222.86
2018-06-30 $358M 1.7M 211.43
2018-03-31 $338M 1.6M 205.71
2017-12-31 $338M 1.6M 205.71
2017-09-30 $330M 1.7M 197.15
2017-06-30 $334M 1.7M 192.11
2017-03-31 $309M 1.7M 187.18
2016-12-31 $279M 1.6M 178.86
2016-09-30 $278M 1.6M 174.32
2016-06-30 $264M 1.6M 168.20
2016-03-31 $259M 1.6M 162.92
2015-12-31 $258M 1.6M 160.18
2015-09-30 $233M 1.5M 155.56
2015-03-31 $256M 1.5M 173.12

More positions owned by UBS Group

Apple Call Option (AAPL)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Call Option (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amazon Call Option (AMZN)
Broadcom Call Option (AVGO)
Meta Platforms Cl A Call Option (META)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
JPMorgan Chase & Co. Call Option (JPM)
Tesla Motors Call Option (TSLA)
Ubs Group SHS Call Option (UBS)
Alphabet Cap Stk Cl C Call Option (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Visa Com Cl A Call Option (V)

View all positions for UBS Group

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Baird Financial
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Envestnet Asset Management
Ameriprise Financial
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Index Fund