Legacy Wealth Asset Management »

iShares Russell Midcap Index Fund shares owned by Legacy Wealth Asset Management

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

Historical chart of Legacy Wealth Asset Management 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 Legacy Wealth Asset Management 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 Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $431k 4.5k 96.27
2024-12-31 $320k 3.6k 88.40

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Global X Fds Glbl X Mlp Etf (MLPA)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Broadcom (AVGO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Lam Research Corp Com New (LRCX)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Chubb (CB)

View all positions for Legacy Wealth Asset Management

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