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iShares Russell Midcap Index Fund shares owned by Ohe Financial

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

Historical chart of Ohe 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 Ohe 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5M 114k 84.09
2023-09-30 $8.1M 116k 69.25
2023-06-30 $8.6M 118k 73.03
2023-03-31 $8.1M 116k 69.92
2022-12-31 $7.7M 114k 67.45
2022-09-30 $6.9M 111k 62.15
2022-06-30 $5.5M 85k 64.66
2022-03-31 $6.2M 80k 78.03
2021-12-31 $6.7M 80k 83.02
2021-09-30 $6.0M 77k 78.22
2021-06-30 $6.2M 79k 79.24
2021-03-31 $5.8M 78k 73.93
2020-12-31 $5.4M 79k 68.55
2020-09-30 $4.5M 78k 57.38
2020-06-30 $4.2M 79k 53.61
2020-03-31 $3.8M 182k 21.04
2019-12-31 $4.7M 78k 59.62
2019-09-30 $4.4M 78k 55.96
2019-06-30 $4.2M 76k 55.88
2019-03-31 $3.9M 72k 53.96
2018-12-31 $3.3M 71k 46.49
2018-09-30 $3.8M 17k 220.55
2018-06-30 $3.6M 17k 212.20
2018-03-31 $3.5M 17k 206.46
2017-12-31 $3.4M 17k 208.17
2017-09-30 $3.2M 16k 197.19
2017-06-30 $2.9M 15k 192.17
2017-03-31 $2.9M 16k 187.20
2016-12-31 $2.7M 15k 178.90
2016-09-30 $2.6M 15k 174.37
2016-06-30 $2.5M 15k 168.26
2016-03-31 $2.3M 14k 162.98
2015-12-31 $2.1M 13k 160.21
2015-09-30 $2.1M 14k 155.56
2015-06-30 $2.3M 14k 170.38
2015-03-31 $2.3M 13k 173.16
2014-12-31 $2.4M 14k 167.10
2014-09-30 $2.2M 14k 158.40
2014-06-30 $2.3M 14k 162.63
2014-03-31 $2.3M 15k 154.79
2013-12-31 $2.2M 15k 150.01

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe Financial

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund