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iShares Russell Midcap Index Fund shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners 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 Golden State Equity Partners 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 Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $679k 8.7k 77.73
2023-09-30 $607k 8.8k 69.25
2023-06-30 $640k 8.8k 73.03

More positions owned by Golden State Equity Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
salesforce (CRM)
First Tr Mid Cap Core Alphad Com Shs (FNX)
JPMorgan Chase & Co. (JPM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)

View all positions for Golden State Equity Partners

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund