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iShares Russell Midcap Index Fund shares owned by Journey Beyond Wealth

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

Historical chart of Journey Beyond Wealth 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 Journey Beyond Wealth 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 Journey Beyond Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $332k 3.4k 96.27
2025-09-30 $333k 3.4k 96.55
2025-06-30 $317k 3.4k 91.97
2025-03-31 $293k 3.4k 85.07

More positions owned by Journey Beyond Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Expnd Tec Sc Etf (IGM)
First Tr Exchange-traded SHS (QTEC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Journey Beyond Wealth

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund