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iShares Russell Midcap Index Fund shares owned by Guidance Point Advisors

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

Historical chart of Guidance Point 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 Guidance Point 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 Guidance Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $385k 4.4k 88.15
2024-06-30 $354k 4.4k 81.08
2024-03-31 $357k 4.2k 84.10
2021-09-30 $48k 625 76.80

More positions owned by Guidance Point Advisors

JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2031 (IBDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Guidance Point 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