May Louie »

iShares Russell Midcap Index Fund shares owned by May Louie

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

Historical chart of May Louie 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 May Louie 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 May Louie

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 14k 96.55
2025-06-30 $1.3M 14k 91.97
2025-03-31 $1.2M 14k 85.07
2024-12-31 $1.2M 14k 88.40
2024-09-30 $1.2M 14k 88.14
2024-06-30 $1.1M 14k 81.08
2015-12-31 $19k 120 158.33

More positions owned by May Louie

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Pfd And Incm Sec (PFF)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spotify Technology S A SHS (SPOT)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Sh Tsr (SPTS)

View all positions for May Louie

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund