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Financial Planning Navigators CORP »

iShares Russell Midcap Index Fund shares owned by Financial Planning Navigators CORP

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Financial Planning Navigators CORP from 13F filings

Historical chart of Financial Planning Navigators CORP 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 Financial Planning Navigators CORP 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 Financial Planning Navigators CORP

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$279k	2.9k	96.27

More positions owned by Financial Planning Navigators CORP

Vanguard Index Fds Large Cap Etf (VV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Ishares Tr 0-5 Yr Tips Etf (STIP)

Ishares Tr Core Us Aggbd Et (AGG)

Spdr Series Trust State Street Spd (SPIB)

J P Morgan Exchange Traded F Active Bond Etf (JBND)

Sprott Asset Management Physical Gold An (CEF)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Ishares Tr Core Msci Eafe (IEFA)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Spdr Series Trust State Street Spd (SPLG)

View all positions for Financial Planning Navigators CORP

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L

Wells Fargo & Company

Us Bancorp

Pnc Financial Services

Bank of New York Mellon

Branch Banking & Trust Company

FMR

Envestnet Asset Management

Amg National Trust Bank

Tiaa Trust, National Association

View all funds holding iShares Russell Midcap Index Fund

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