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iShares Russell Midcap Index Fund shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $235k 2.4k 96.27

More positions owned by Collaborative Wealth Managment

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (HYMB)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Spdr Series Trust State Street Spd (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Collaborative Wealth Managment

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
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
FMR
Amg National Trust Bank
LPL Financial

View all funds holding iShares Russell Midcap Index Fund