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iShares Russell Midcap Index Fund shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management 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 Management 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 Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 17k 84.09
2023-12-31 $1.2M 15k 77.73
2023-09-30 $999k 14k 69.25
2023-06-30 $1.0M 14k 73.03
2023-03-31 $1.0M 14k 69.92
2022-09-30 $876k 14k 62.15
2022-06-30 $919k 14k 64.64
2022-03-31 $1.1M 15k 78.05
2021-12-31 $1.4M 16k 83.03
2021-09-30 $1.2M 16k 78.20
2021-06-30 $1.2M 16k 79.23
2021-03-31 $1.2M 16k 73.94
2020-12-31 $1.1M 16k 68.52
2020-09-30 $415k 7.2k 57.44
2020-06-30 $475k 8.9k 53.60
2020-03-31 $396k 9.2k 43.16
2019-12-31 $611k 10k 59.59
2019-09-30 $583k 10k 55.91
2019-06-30 $580k 10k 55.63
2019-03-31 $893k 11k 85.33
2018-12-31 $483k 10k 46.83
2018-09-30 $3.6M 719k 5.03
2018-06-30 $2.6M 553k 4.71
2018-03-31 $518k 2.6k 200.78
2017-12-31 $550k 2.6k 213.18
2017-09-30 $720k 3.6k 199.17
2017-06-30 $819k 4.3k 191.49
2017-03-31 $938k 5.1k 185.63
2016-12-31 $805k 4.5k 180.29
2016-09-30 $866k 5.0k 172.30

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cornerstone Wealth Management

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund