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iShares Russell Midcap Index Fund shares owned by Summit X

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

Historical chart of Summit X 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 Summit X 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 Summit X

Quarter filed Position value Share count Share price at filing
2024-03-31 $214k 2.5k 84.09
2023-12-31 $202k 2.6k 78.73
2021-12-31 $201k 2.4k 83.13
2020-12-31 $200k 2.9k 68.54
2020-09-30 $343 2.9k 0.12
2019-12-31 $941k 16k 59.89
2019-09-30 $873k 16k 55.79
2019-06-30 $866k 16k 55.23
2019-03-31 $820k 15k 54.10

More positions owned by Summit X

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Equity Etf (DFUS)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
O'reilly Automotive (ORLY)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Summit X

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