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iShares Russell Midcap Index Fund shares owned by Windsor Capital Management

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

Historical chart of Windsor Capital Management 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 Windsor Capital Management 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 Windsor Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $650k 7.7k 84.09
2023-12-31 $614k 7.9k 77.73
2023-09-30 $546k 7.9k 69.25
2023-06-30 $581k 8.0k 73.03
2023-03-31 $556k 8.0k 69.92
2022-12-31 $537k 8.0k 67.45
2022-09-30 $514k 8.3k 62.13
2022-06-30 $535k 8.3k 64.65
2022-03-31 $645k 8.3k 77.96
2021-12-31 $712k 8.6k 82.93
2021-09-30 $671k 8.6k 78.16
2021-06-30 $704k 8.9k 79.15
2021-03-31 $707k 9.6k 73.93
2020-12-31 $747k 11k 68.48
2020-09-30 $629k 11k 57.35
2020-06-30 $606k 11k 53.58
2020-03-31 $513k 12k 43.10
2019-12-31 $437k 7.3k 59.52
2019-09-30 $413k 7.4k 55.82
2019-06-30 $424k 7.6k 55.80
2019-03-31 $409k 7.6k 53.84
2018-12-31 $352k 7.6k 46.35
2018-09-30 $418k 1.9k 220.35
2018-06-30 $406k 1.9k 211.90
2018-03-31 $395k 1.9k 206.16
2017-12-31 $422k 2.0k 207.78
2017-09-30 $393k 2.0k 192.08
2017-06-30 $393k 2.0k 192.08
2017-03-31 $356k 1.9k 187.07
2016-12-31 $371k 2.1k 178.62
2016-09-30 $366k 2.1k 174.20
2016-06-30 $379k 2.3k 168.15
2016-03-31 $367k 2.3k 162.82
2015-12-31 $397k 2.5k 159.89
2015-09-30 $423k 2.7k 155.46
2015-06-30 $489k 2.9k 170.32
2015-03-31 $497k 2.9k 173.11
2014-12-31 $485k 2.9k 167.24
2014-09-30 $459k 2.9k 158.28
2014-06-30 $471k 2.9k 162.47
2014-03-31 $439k 2.8k 154.78
2013-12-31 $431k 2.9k 150.07
2013-09-30 $412k 3.0k 139.10
2013-06-30 $385k 3.0k 130.02
2013-03-31 $377k 3.0k 127.36
2012-12-31 $509k 4.5k 113.11
2012-09-30 $498k 4.5k 110.72
2012-06-30 $492k 4.7k 105.33
2012-03-31 $498k 4.5k 110.77
2011-12-31 $487k 4.5k 108.32

More positions owned by Windsor Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Ibonds 27 Etf (IBDS)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)

View all positions for Windsor Capital Management

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Baird Financial
Bank of New York Mellon
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