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iShares Russell Midcap Index Fund shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth 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 Cornerstone Wealth 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 Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 76k 88.14
2024-06-30 $6.3M 77k 81.08
2024-03-31 $6.4M 76k 84.09

More positions owned by Cornerstone Wealth Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Amazon (AMZN)

View all positions for Cornerstone Wealth Group

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