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iShares Russell Midcap Index Fund shares owned by Naviter Wealth

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

Historical chart of Naviter 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 Naviter 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 Naviter Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $242k 2.5k 96.27

More positions owned by Naviter Wealth

Alps Etf Tr Alerian Mlp (AMLP)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Tesla Motors (TSLA)
Ares Capital Corporation (ARCC)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)

View all positions for Naviter Wealth

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund