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iShares Russell Midcap Index Fund shares owned by Independent Family Office

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

Historical chart of Independent Family Office 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 Independent Family Office 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 Independent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 2.1k 96.55
2021-06-30 $294k 3.7k 79.12
2021-03-31 $319k 4.3k 74.00
2020-12-31 $423k 6.2k 68.60
2020-09-30 $432k 7.5k 57.38
2020-06-30 $404k 7.5k 53.66
2020-03-31 $705k 16k 43.19
2019-12-31 $973k 16k 59.60

More positions owned by Independent Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
Ptc (PTC)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Toast Cl A (TOST)
Ishares Tr Russell 2000 Etf (IWM)
Listed Fds Tr Horizon Kinetics (INFL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Doubleline Etf Trust Commercial Real (DCRE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Independent Family Office

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