VisionPoint Advisory Group »

iShares Russell Midcap Index Fund shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group 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 VisionPoint Advisory Group 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $145k 1.9k 77.73
2023-06-30 $136k 1.9k 73.03

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mortge Rel Etf (REM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Deere & Company (DE)
Philip Morris International (PM)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Agnc Invt Corp Com reit (AGNC)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for VisionPoint Advisory Group

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