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iShares Russell Midcap Index Fund shares owned by Facet Wealth

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

Historical chart of Facet Wealth 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 Facet Wealth 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 Facet Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 2.8k 87.64
2024-06-30 $210k 2.5k 84.59
2024-03-31 $207k 2.5k 81.72
2023-12-31 $287k 3.7k 77.52
2023-09-30 $227k 3.4k 65.79
2023-06-30 $255k 3.4k 74.71

More positions owned by Facet Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Calif Mun Bd Etf (CMF)

View all positions for Facet Wealth

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
Baird Financial
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Ameriprise Financial
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund