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iShares Russell Midcap Index Fund shares owned by Planning Capital Management Corp

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

Historical chart of Planning Capital Management Corp 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 Planning Capital Management Corp 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 Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $493k 5.9k 84.09
2023-12-31 $459k 5.9k 77.73

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Merck & Co (MRK)
Lockheed Martin Corporation (LMT)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

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