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iShares Russell Midcap Index Fund shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors 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 FSM Wealth Advisors 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $227k 2.6k 88.14
2024-06-30 $208k 2.6k 81.08
2024-03-31 $216k 2.6k 84.09

More positions owned by FSM Wealth Advisors

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

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
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund