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iShares Russell Midcap Index Fund shares owned by Canopy Partners

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

Historical chart of Canopy Partners 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 Canopy Partners 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 Canopy Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 56k 96.55
2025-06-30 $5.4M 59k 91.97
2025-03-31 $5.3M 62k 85.07
2024-12-31 $6.6M 75k 88.40
2024-09-30 $6.9M 78k 88.14
2024-06-30 $6.6M 81k 81.08
2024-03-31 $7.5M 89k 84.09
2023-12-31 $5.6M 72k 77.73

More positions owned by Canopy Partners

Apple Common Stock (AAPL)
Vanguard Total Stock Market ETF Etf (VTI)
Microsoft Common Stock (MSFT)
Spdr S&p 500 Etf Etf (SPY)
Nvidia Corp Common Stock (NVDA)
iShares Core MSCI EAFE ETF Etf (IEFA)
Dimensional US Core Equity Markt ETF Etf (DFAU)
SPDR S&P Midcap 400 ETF Etf (MDY)
Alphabet Inc. Class A Common Stock (GOOGL)
Amazon.Com Common Stock (AMZN)
Meta Platforms Inc Class A Common Stock (META)
Blackstone Private Credi T Fund Class I Fund
Dimensional ETF Etf (DFAX)
iShares Russell Mid Cap ETF Etf (IWR)
iShares Core MSCI Emerging ETF Etf (IEMG)

View all positions for Canopy Partners

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