Kowal Investment Group »

iShares Russell Midcap Index Fund shares owned by Kowal Investment Group

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

Historical chart of Kowal Investment Group 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 Kowal Investment Group 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 Kowal Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $529k 6.3k 84.08
2023-12-31 $506k 6.5k 77.73
2023-09-30 $537k 7.8k 69.25
2023-06-30 $525k 7.2k 73.03
2021-09-30 $103k 1.3k 77.97

More positions owned by Kowal Investment Group

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Morningstar Divid L SHS (FDL)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Tech Alphadex (FXL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Kowal Investment Group

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund