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iShares Russell Midcap Index Fund shares owned by MBL Wealth

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

Historical chart of MBL Wealth 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 MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 20k 84.09
2023-12-31 $1.5M 20k 77.73
2023-09-30 $1.4M 20k 69.25
2023-06-30 $1.5M 20k 73.03
2023-03-31 $1.4M 21k 69.92
2022-12-31 $1.4M 21k 67.44
2022-09-30 $1.3M 21k 62.14
2022-06-30 $1.4M 21k 64.64
2022-03-31 $1.6M 21k 78.05
2021-03-31 $740k 10k 73.90
2020-12-31 $669k 9.8k 68.52

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund