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iShares Russell Midcap Index Fund shares owned by Guardian Asset Advisors

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

Historical chart of Guardian Asset 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 Guardian Asset 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 Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $711k 8.1k 87.82
2024-06-30 $1.0M 13k 81.09
2024-03-31 $1.4M 17k 84.09
2023-12-31 $1.7M 22k 77.73

More positions owned by Guardian Asset Advisors

Apple (AAPL)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Eli Lilly & Co. (LLY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Wal-Mart Stores (WMT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Guardian Asset 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