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Main Line Retirement Advisors »

iShares Russell Midcap Index Fund shares owned by Main Line Retirement Advisors

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

Historical chart of Main Line Retirement 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 Main Line Retirement 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 Main Line Retirement Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$270k	3.1k	88.15
2024-06-30	$247k	3.1k	81.09
2024-03-31	$256k	3.0k	84.10
2023-12-31	$236k	3.0k	77.74
2023-06-30	$220k	3.0k	73.03

More positions owned by Main Line Retirement Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Vanguard Whitehall Fds Intl High Etf (VYMI)

Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Capital Group Growth Etf Shs Creation Uni (CGGR)

First Tr Sml Cp Core Alpha F Com Shs (FYX)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Index Fds Value Etf (VTV)

Vanguard Index Fds Growth Etf (VUG)

Spdr Ser Tr Portfolio Sh Tsr (SPTS)

Vanguard Bd Index Fds Long Term Bond (BLV)

First Tr Exchange-traded Managd Mun Etf (FMB)

Ishares Tr Shrt Nat Mun Etf (SUB)

Toronto Dominion Bk Ont Com New (TD)

J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Main Line Retirement 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

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