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iShares Russell Midcap Index Fund shares owned by LGT Financial Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by LGT Financial Advisors from 13F filings

Historical chart of LGT Financial Advisors 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 LGT Financial Advisors 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $154k 1.8k 88.17
2024-06-30 $141k 1.7k 81.08
2024-03-31 $146k 1.7k 84.07
2023-12-31 $135k 1.7k 77.73
2023-09-30 $119k 1.7k 69.26
2023-06-30 $126k 1.7k 73.05
2022-12-31 $115k 1.7k 67.46

More positions owned by LGT Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Exxon Mobil Corporation (XOM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Chevron Corporation (CVX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for LGT Financial Advisors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
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