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Bravera Wealth »

iShares Russell Midcap Index Fund shares owned by Bravera Wealth

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

Historical chart of Bravera Wealth 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 Bravera Wealth 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 Bravera Wealth

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$177k	1.8k	97.23
2025-12-31	$179k	1.9k	96.27

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Fidelity Enhanced International ETF Enhanced Intl (FENI)

Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)

First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)

Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)

Microsoft Corporation (MSFT)

First Trust Rising Dividend Achievers ETF Risng Divd Achiv (RDVY)

Schwab Fundamental U.S. Large Company ETF Fundamental Us L (FNDX)

Capital Group Dividend Value ETF Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation ETF Div App Etf (VIG)

Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)

Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)

SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera Wealth

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L

Wells Fargo & Company

Pnc Financial Services

Bank of New York Mellon

Baird Financial

Envestnet Asset Management

Branch Banking & Trust Company

Amg National Trust Bank

Tiaa Trust, National Association

View all funds holding iShares Russell Midcap Index Fund

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