Custom Portfolio Group »

iShares Russell Midcap Index Fund shares owned by Custom Portfolio Group

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

Historical chart of Custom Portfolio 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 Custom Portfolio Group 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 Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $16k 200 81.08
2024-03-31 $17k 200 84.09
2023-12-31 $16k 200 77.73

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Us Bancorp
Pnc Financial Services
Northern Trust
Baird Financial
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Ameriprise Financial
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Index Fund