Bolthouse Investments »

iShares Russell Midcap Index Fund shares owned by Bolthouse Investments

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

Historical chart of Bolthouse Investments 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 Bolthouse Investments 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 Bolthouse Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $572k 5.9k 96.55
2025-06-30 $544k 5.9k 91.97
2025-03-31 $504k 5.9k 85.07

More positions owned by Bolthouse Investments

TriCo Bancshares (TCBK)
Primoris Services (PRIM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Bolthouse Investments

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