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iShares Russell Midcap Index Fund shares owned by Center for Wealth Management Advisory

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

Historical chart of Center for Wealth Management Advisory 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 Center for Wealth Management Advisory 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 Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 10k 96.27

More positions owned by Center for Wealth Management Advisory

Invesco Exchange Traded Fd T Large Cap Growth (PWB)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Morningstr Us Eq (ILCB)
First Tr Exchange-traded SHS (FVD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Broadcom (AVGO)
Morgan Stanley Com New (MS)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
FedEx Corporation (FDX)
Abbott Laboratories (ABT)
CVS Caremark Corporation (CVS)

View all positions for Center for Wealth Management Advisory

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Northern Trust
Baird Financial
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
FMR
Amg National Trust Bank
LPL Financial
Tiaa Trust, National Association
Atlantic Trust

View all funds holding iShares Russell Midcap Index Fund