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iShares Russell Midcap Index Fund shares owned by Blue Zone Wealth Advisors

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

Historical chart of Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $369k 4.2k 88.14
2022-03-31 $345k 4.4k 78.14
2021-12-31 $213k 2.6k 82.88
2021-09-30 $236k 3.0k 78.28
2019-12-31 $5.2M 87k 59.62

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
AutoZone (AZO)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Microsoft Corporation (MSFT)
Stryker Corporation (SYK)
The Trade Desk Com Cl A (TTD)
Williams Companies (WMB)
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Equifax (EFX)
Visa Com Cl A (V)
salesforce (CRM)

View all positions for Blue Zone Wealth Advisors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group
LPL Financial
Johnson Investment Counsel

View all funds holding iShares Russell Midcap Index Fund