Baer Investment Advisory »

iShares Russell Midcap Index Fund shares owned by Baer Investment Advisory

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

Historical chart of Baer Investment Advisory 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 Baer Investment Advisory 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 Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $432k 4.4k 97.24

More positions owned by Baer Investment Advisory

Taiwan Semiconductor Manufac Call Call Option
Nvidia Corporation Call Call Option
Amazon (AMZN)
Curtiss-Wright (CW)
Emcor (EME)
Deere & Company (DE)
Ferrari Nv Ord (RACE)
Analog Devices (ADI)
Ecolab (ECL)
Amphenol Corp Cl A (APH)
Netflix (NFLX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Texas Instruments Incorporated (TXN)
International Business Machines (IBM)

View all positions for Baer Investment Advisory

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