Advantage Trust »

iShares Russell Midcap Index Fund shares owned by Advantage Trust

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

Historical chart of Advantage Trust 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 Advantage Trust 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 Advantage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 304 96.55
2025-06-30 $28k 304 91.97

More positions owned by Advantage Trust

JP Morgan Active Growth ETF Active Growth (JGRO)
Vanguard Growth ETF Growth Etf (VUG)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
Vanguard Value ETF Value Etf (VTV)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Dimensional International Core Equity Market ETF Intl Core Eqt Mk (DFAI)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)
Fidelity Blue Chip Growth ETF Blue Chip Grwth (FBCG)
Vanguard Information Technology ETF Inf Tech Etf (VGT)
JP Morgan ActiveBuilders Emerging Markets Equity ETF Activebldrs Emer (JEMA)
iShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
Wal-Mart Stores (WMT)
Berkshire Hathaway Cl A (BRK.A)
Main Sector Rotation ETF Main Sectr Rotn (SECT)

View all positions for Advantage Trust

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund