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iShares Russell Midcap Index Fund shares owned by Aprio Wealth Management

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

Historical chart of Aprio 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 Aprio 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 Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $340k 4.0k 84.09
2023-03-31 $1.0M 15k 69.92
2022-06-30 $268k 4.1k 64.69
2022-03-31 $323k 4.1k 77.96
2021-12-31 $344k 4.1k 83.03
2021-09-30 $324k 4.1k 78.20
2021-06-30 $328k 4.1k 79.17

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Simplify Exchange Traded Fun Short Term Trea (TUA)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Real Estate Etf (AVRE)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Vanguard World Fds Comm Srvc Etf (VOX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Microsoft Corporation (MSFT)

View all positions for Aprio 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
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund