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iShares Russell Midcap Index Fund shares owned by Ullmann Financial

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

Historical chart of Ullmann Financial 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 Ullmann Financial 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 Ullmann Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 156k 96.55
2025-06-30 $13M 137k 91.97
2025-03-31 $8.4M 98k 85.07
2024-12-31 $9.1M 103k 88.40
2024-09-30 $9.3M 105k 88.14
2024-03-31 $9.0M 107k 84.09
2023-12-31 $9.0M 116k 77.73
2023-09-30 $8.2M 118k 69.25
2023-06-30 $8.8M 120k 73.03
2023-03-31 $8.7M 124k 69.92
2022-12-31 $8.4M 124k 67.45
2022-09-30 $7.6M 122k 62.15
2022-06-30 $7.8M 121k 64.66
2022-03-31 $8.7M 111k 78.04
2021-12-31 $8.6M 104k 83.01
2021-09-30 $8.1M 104k 78.22
2021-06-30 $8.3M 105k 79.24
2021-03-31 $8.0M 108k 73.93
2020-12-31 $7.4M 108k 68.55
2020-09-30 $6.5M 113k 57.38
2020-06-30 $6.2M 116k 53.60
2020-03-31 $260k 6.0k 43.07
2019-12-31 $360k 6.0k 59.64
2019-09-30 $353k 6.3k 56.00
2019-06-30 $352k 6.3k 55.84
2019-03-31 $340k 6.3k 53.93
2018-12-31 $342k 7.3k 46.54
2018-09-30 $405k 1.8k 220.47
2018-06-30 $401k 1.9k 211.95
2018-03-31 $384k 1.9k 201.47
2017-12-31 $412k 2.0k 208.08
2017-09-30 $608k 3.5k 174.26
2017-06-30 $380k 2.0k 191.92
2017-03-31 $389k 2.1k 186.93
2016-12-31 $456k 2.5k 184.32

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Core Msci Total (IXUS)
Ishares U S Etf Tr Short Maturity M (MEAR)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Ullmann Financial

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