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iShares Russell Midcap Index Fund shares owned by Landmark Wealth Management

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

Historical chart of Landmark 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 Landmark 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 Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $308k 3.7k 84.15
2023-12-31 $285k 3.7k 77.70
2023-09-30 $260k 3.8k 69.20
2023-03-31 $263k 3.8k 70.04
2022-12-31 $253k 3.8k 67.47
2022-09-30 $233k 3.7k 62.22
2022-03-31 $309k 4.0k 78.03

More positions owned by Landmark Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T Rowe Price Etf Total Return Etf (TOTR)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Landmark 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
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