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iShares Russell Midcap Index Fund shares owned by BBR Partners

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

Historical chart of BBR Partners 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 BBR Partners 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 BBR Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 16k 110.32
2021-12-31 $264k 3.2k 83.15
2021-06-30 $321k 4.1k 79.14
2021-03-31 $1.3M 18k 73.91
2018-12-31 $2.2M 48k 46.47

More positions owned by BBR Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ab Active Etfs Intl Low Volatlt (ILOW)
Ishares Tr Core S&p500 Etf (IVV)
United Parcel Service CL B (UPS)
Apple (AAPL)
Exchange Listed Fds Tr Long Pond Real E (LPRE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Fds Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Philip Morris International (PM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Kkr & Co Cl A (KKR)

View all positions for BBR Partners

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
Baird Financial
Northern Trust
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
FMR

View all funds holding iShares Russell Midcap Index Fund