Connectus Wealth »

iShares Russell Midcap Index Fund shares owned by Connectus Wealth

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

Historical chart of Connectus Wealth 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 Connectus Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Connectus Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.9M 71k 69.25
2023-06-30 $263k 3.6k 73.08
2023-03-31 $252k 3.6k 69.96
2022-12-31 $243k 3.6k 67.48
2022-09-30 $223k 3.6k 62.13
2022-06-30 $233k 3.6k 64.81

More positions owned by Connectus Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
MasterCard Incorporated (MA)
Alphabet Inc Class C cs (GOOG)
Thermo Fisher Scientific (TMO)
iShares S&P 500 Index (IVV)
Costco Wholesale Corporation (COST)
iShares Lehman MBS Bond Fund (MBB)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
J P Morgan Exchange Traded F ultra shrt (JPST)
Invesco Exchange W&p 500 Qualit equities (SPHQ)

View all positions for Connectus Wealth

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
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund