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iShares Russell Midcap Index Fund shares owned by Lifetime Wealth Management P.C.

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Lifetime Wealth Management P.C. from 13F filings

Historical chart of Lifetime Wealth Management P.C. 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 Lifetime Wealth Management P.C. 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 Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $839k 6 139820.33

More positions owned by Lifetime Wealth Management P.C.

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Gold Miners Etf (GDX)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Vanguard Index Fds Growth Etf (VUG)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Lifetime Wealth Management P.C.

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