Enzi Wealth »

iShares Russell Midcap Index Fund shares owned by Enzi Wealth

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

Historical chart of Enzi 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 Enzi 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 Enzi Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $283k 3.6k 79.60
2023-12-31 $279k 3.6k 77.60
2023-09-30 $384k 5.6k 68.40
2023-06-30 $461k 6.1k 75.28
2023-03-31 $605k 8.6k 70.03
2022-12-31 $1.1M 15k 71.45
2022-09-30 $1.4M 19k 70.65

More positions owned by Enzi Wealth

John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Intl Qualty (IQLT)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Scp Etf (IJR)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Ishares Tr Msci Usa Min Vol (USMV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Emerging Mkt Val (AVES)
Cadence Design Systems (CDNS)

View all positions for Enzi Wealth

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