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iShares Russell Midcap Index Fund shares owned by Carroll Advisory Group

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

Historical chart of Carroll Advisory Group 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 Carroll Advisory Group 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 Carroll Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 16k 97.23

More positions owned by Carroll Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Acwi Exus (HAWX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SPSM)
Proshares Tr S&p 500 Dv Arist (NOBL)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Carroll Advisory Group

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
FMR
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund