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iShares Russell Midcap Index Fund shares owned by Moulton Wealth Management

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

Historical chart of Moulton Wealth Management 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 Moulton Wealth Management 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 Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 16k 96.55
2025-06-30 $1.3M 14k 93.72
2024-12-31 $1.4M 16k 88.40
2021-03-31 $403k 5.3k 75.91

More positions owned by Moulton Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Goldman Sachs Physical Gold Unit (AAAU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr China Lg-cap Etf (FXI)

View all positions for Moulton Wealth Management

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