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Invenio Wealth Partners »

iShares Russell Midcap Index Fund shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners 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 Invenio Wealth Partners 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 Invenio Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$392k	4.8k	81.08
2024-03-31	$434k	5.2k	84.09
2023-12-31	$420k	5.4k	77.73
2023-09-30	$380k	5.5k	69.25

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)

Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)

Wisdomtree U.s. Midcap Dividend Fund Etf (DON)

Jpmorgan Municipal Etf Etf (JMUB)

Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)

Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)

Schwab U.s. Large-cap Growth Etf Etf (SCHG)

Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)

Wisdomtree Managed Futures Strategy Fund Etf (WTMF)

Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)

Spdr S&p 500 Etf Trust Etf (SPY)

Wisdomtree U.s. Smallcap Fund Etf (EES)

Ishares National Muni Bond Etf Etf (MUB)

Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation

Jones Financial Companies, L.L

Wells Fargo & Company

Pnc Financial Services

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

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