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

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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
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

Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Spotify Technology S A SHS (SPOT)
Amgen (AMGN)
Meta Platforms Cl A (META)
Oracle Corporation (ORCL)
Nvent Electric SHS (NVT)
Thermo Fisher Scientific (TMO)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for May Louie

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