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iShares Russell Midcap Index Fund shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $38k 432 88.14
2024-06-30 $35k 432 81.08
2024-03-31 $36k 432 84.09
2023-12-31 $34k 432 77.73

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Graniteshares Gold Tr Shs Ben Int (BAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

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