Higgins & Schmidt Wealth Strategies »

iShares Russell Midcap Index Fund shares owned by Higgins & Schmidt Wealth Strategies

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Higgins & Schmidt Wealth Strategies from 13F filings

Historical chart of Higgins & Schmidt Wealth Strategies 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 Higgins & Schmidt Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Higgins & Schmidt Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $929k 9.6k 96.55
2025-06-30 $886k 9.6k 91.97

More positions owned by Higgins & Schmidt Wealth Strategies

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p400 (SPMD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Series Trust Portfli Intrmdit (SPTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchange-traded SHS (FVD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)

View all positions for Higgins & Schmidt Wealth Strategies

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