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iShares Russell Midcap Index Fund shares owned by Excelsior Advisor Network

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Excelsior Advisor Network from 13F filings

Historical chart of Excelsior Advisor Network 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 Excelsior Advisor Network 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 Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 11k 97.23

More positions owned by Excelsior Advisor Network

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Financial Bankshares (FFIN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation Put Option (MSFT)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Us Aer Def Etf (ITA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Excelsior Advisor Network

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
FMR
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund