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iShares Russell Midcap Index Fund shares owned by Bruce G. Allen Investments

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

Historical chart of Bruce G. Allen 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 Bruce G. Allen Investments 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 Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $305k 3.5k 88.13
2024-06-30 $280k 3.4k 81.08
2024-03-31 $289k 3.4k 84.09
2023-12-31 $267k 3.4k 77.73

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental International Equity Etf Etf (FNDF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Physical Gold Tr Unit Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Ishares Russell 1000 Value Etf Etf (IWD)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Bruce G. Allen Investments

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
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

View all funds holding iShares Russell Midcap Index Fund