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iShares Russell Midcap Index Fund shares owned by Headinvest

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

Historical chart of Headinvest 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 Headinvest 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 Headinvest

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 2.1k 110.32
2024-09-30 $330k 3.7k 88.14
2023-09-30 $103k 1.5k 68.41

More positions owned by Headinvest

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Express Company (AXP)
Texas Instruments Incorporated (TXN)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Headinvest

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund