Consultiva Wealth Management, Corp. »

iShares Russell Midcap Index Fund shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 206 96.27
2025-09-30 $20k 206 96.55
2025-06-30 $19k 206 91.97
2025-03-31 $18k 206 85.07
2024-12-31 $18k 206 88.40