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iShares Russell Midcap Index Fund shares owned by Affinity Capital Advisors

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

Historical chart of Affinity Capital Advisors 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 Affinity Capital Advisors 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 Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $409k 4.6k 88.14
2024-03-31 $396k 4.7k 84.09
2023-12-31 $371k 4.8k 77.73
2023-09-30 $241k 3.5k 69.25

More positions owned by Affinity Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Affinity Capital Advisors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund