Valley National Advisers »

iShares Russell Midcap Index Fund shares owned by Valley National Advisers

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

Historical chart of Valley National Advisers 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 Valley National Advisers 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $360k 4.3k 84.03
2023-12-31 $348k 4.5k 77.63
2023-09-30 $310k 4.5k 69.15
2023-06-30 $328k 4.5k 73.17
2023-03-31 $313k 4.5k 69.82
2022-12-31 $371k 5.3k 70.67
2022-09-30 $340k 5.2k 64.81
2022-06-30 $350k 5.2k 66.77
2022-03-31 $409k 5.2k 78.07
2021-12-31 $435k 5.2k 83.06
2021-09-30 $409k 5.2k 78.17
2021-06-30 $415k 5.2k 79.32
2021-03-31 $389k 5.3k 73.84
2020-12-31 $361k 5.3k 68.53
2020-09-30 $302k 5.3k 57.36
2020-06-30 $296k 5.5k 53.56
2020-03-31 $238k 5.5k 43.12
2019-12-31 $329k 5.5k 59.60
2019-09-30 $309k 5.5k 55.98
2019-06-30 $308k 5.5k 55.80
2019-03-31 $298k 5.5k 53.99
2018-12-31 $257k 5.5k 46.56
2018-09-30 $304k 1.4k 220.29
2018-06-30 $293k 1.4k 212.32
2018-03-31 $285k 1.4k 206.52
2017-12-31 $287k 1.4k 207.97
2017-09-30 $272k 1.4k 197.10
2017-06-30 $265k 1.4k 192.03
2017-03-31 $260k 1.4k 187.05
2016-12-31 $245k 1.4k 178.83
2016-09-30 $239k 1.4k 174.45
2016-06-30 $529k 3.1k 168.20
2016-03-31 $512k 3.1k 162.80
2015-12-31 $577k 3.6k 160.19
2015-09-30 $580k 3.7k 155.66
2015-06-30 $634k 3.7k 170.20
2015-03-31 $645k 3.7k 173.15
2014-12-31 $372k 2.5k 150.00

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Total Usd (IUSB)
Lam Research Corporation (LRCX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Comcast Corp Cl A (CMCSA)
Lockheed Martin Corporation (LMT)
Amazon (AMZN)

View all positions for Valley National Advisers

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