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iShares Russell Midcap Index Fund shares owned by BCS Wealth Management

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

Historical chart of BCS 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 BCS 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 BCS Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 2.5k 96.27
2022-03-31 $220k 2.8k 77.88

More positions owned by BCS Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Procter & Gamble Company (PG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Series Trust State Street Spd (SPYV)
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for BCS Wealth Management

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund