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iShares Russell Midcap Index Fund shares owned by Asset Advisory Group

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

Historical chart of Asset 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 Asset Advisory Group 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 Asset Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $929k 9.6k 97.23

More positions owned by Asset Advisory Group

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Key (KEY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Income Etf (JPIE)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Tesla Motors (TSLA)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)

View all positions for Asset Advisory Group

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund