Atala Financial »

iShares Russell Midcap Index Fund shares owned by Atala Financial

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

Historical chart of Atala Financial 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 Atala Financial 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 Atala Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 18k 96.55
2025-06-30 $1.3M 15k 91.97
2025-03-31 $1.3M 15k 85.16
2024-12-31 $1.2M 14k 88.40

More positions owned by Atala Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Roblox Corp Cl A Cl A (RBLX)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Deere & Company (DE)
Marriott Intl Inc New Cl A Cl A (MAR)
Amazon (AMZN)
Apple (AAPL)
Shopify Inc Cl A Cl A (SHOP)
Blackrock MuniHoldings CA Insrd Fnd (MUC)
Accenture Plc Ireland Shs Class A (ACN)
Wal-Mart Stores (WMT)

View all positions for Atala Financial

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