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iShares Russell Midcap Index Fund shares owned by JNBA Financial Advisors

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

Historical chart of JNBA 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 JNBA 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 JNBA Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $554k 6.6k 84.09
2023-12-31 $520k 6.7k 77.73
2023-09-30 $474k 6.8k 69.25
2023-06-30 $505k 6.9k 73.03
2023-03-31 $419k 6.0k 69.92
2022-12-31 $404k 6.0k 67.45
2022-09-30 $372k 6.0k 62.12
2022-06-30 $387k 6.0k 64.63
2022-03-31 $493k 6.3k 78.07
2021-12-31 $563k 6.8k 82.99
2021-09-30 $494k 6.3k 78.23
2021-06-30 $500k 6.3k 79.18
2021-03-31 $467k 6.3k 73.95
2020-12-31 $433k 6.3k 68.57
2020-09-30 $151k 2.6k 57.31
2020-06-30 $194k 3.6k 53.50
2020-03-31 $157k 3.6k 43.30
2019-12-31 $216k 3.6k 59.57
2019-09-30 $203k 3.6k 55.98
2019-06-30 $203k 3.6k 55.98
2019-03-31 $199k 3.7k 54.08
2018-12-31 $157k 3.4k 46.46
2018-09-30 $386k 1.8k 220.57
2018-06-30 $179k 845 211.83
2018-03-31 $845k 845 1000.00
2017-12-31 $176k 845 208.28
2017-09-30 $167k 845 197.63
2017-06-30 $162k 845 191.72
2017-03-31 $158k 845 186.98
2016-12-31 $151k 845 178.70
2016-09-30 $1.1M 6.3k 174.25
2016-06-30 $142k 845 168.05
2016-03-31 $138k 845 163.31
2015-12-31 $135k 845 159.76
2015-09-30 $131k 845 155.03
2015-06-30 $144k 845 170.41
2015-03-31 $146k 845 172.78
2014-12-31 $141k 845 166.86
2014-09-30 $131k 825 158.79
2014-06-30 $121k 742 163.07
2014-03-31 $115k 742 154.99
2013-12-31 $111k 742 149.60
2013-09-30 $103k 742 138.81
2013-06-30 $96k 742 129.38
2013-03-31 $94k 742 126.68
2012-12-31 $95k 839 113.23