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iShares Russell Midcap Index Fund shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth 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 AllSquare Wealth 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 AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $37k 480 77.68
2023-09-30 $33k 480 69.20
2023-06-30 $33k 480 68.17
2023-03-31 $34k 480 69.87
2022-12-31 $32k 480 67.40
2022-09-30 $30k 480 62.50
2022-06-30 $31k 480 64.58
2022-03-31 $37k 480 77.08
2021-12-31 $40k 480 83.33
2021-09-30 $38k 480 79.17
2021-06-30 $38k 480 79.17
2021-03-31 $35k 480 72.92
2020-12-31 $33k 480 68.75
2020-09-30 $28k 480 58.33
2020-06-30 $26k 480 54.17
2020-03-31 $16k 368 43.48
2019-12-31 $22k 368 59.78
2019-09-30 $21k 368 57.07
2019-06-30 $21k 368 57.07
2019-03-31 $202k 3.7k 53.90
2018-12-31 $244k 5.2k 46.49
2018-09-30 $289k 1.3k 220.27
2018-06-30 $290k 1.4k 212.14

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Squarespace Inc Class A Stock (SQSP)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

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
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