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iShares Russell Midcap Index Fund shares owned by Curi Wealth Management

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

Historical chart of Curi 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 Curi 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 Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 17k 77.73
2023-09-30 $1.2M 17k 69.25
2023-06-30 $1.2M 17k 73.03
2023-03-31 $1.2M 17k 69.92
2022-12-31 $1.1M 17k 67.45
2022-09-30 $1.0M 17k 62.16

More positions owned by Curi Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Ishares Tr Core Msci Eafe (IEFA)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Curi 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