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iShares Russell Midcap Index Fund shares owned by GM Advisory

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

Historical chart of GM Advisory 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 GM Advisory 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 GM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 96.55
2025-06-30 $1.3M 14k 91.97
2025-03-31 $1.2M 14k 85.07
2024-12-31 $1.2M 14k 88.40
2024-09-30 $1.2M 13k 88.14
2024-06-30 $868k 11k 81.08

More positions owned by GM Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 3000 Etf (IWV)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishares Semicdtr (SOXX)
Microsoft Corporation (MSFT)

View all positions for GM Advisory

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund