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iShares Russell Midcap Index Fund shares owned by Next Level Private

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

Historical chart of Next Level Private 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 Next Level Private 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 Next Level Private

Quarter filed Position value Share count Share price at filing
2024-03-31 $730k 8.7k 84.09
2023-12-31 $673k 8.7k 77.73
2023-09-30 $595k 8.7k 68.41
2023-06-30 $635k 8.7k 73.43
2022-12-31 $594k 8.6k 69.13
2022-09-30 $570k 8.6k 66.06
2022-03-31 $673k 8.6k 77.99
2021-12-31 $702k 8.5k 83.02

More positions owned by Next Level Private

First Tr Value Line Divid In SHS (FVD)
JPMorgan Chase & Co. (JPM)
Carlisle Companies (CSL)
General Electric Com New (GE)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Blackstone Group Inc Com Cl A (BX)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Alphabet Cap Stk Cl C (GOOG)
International Business Machines (IBM)

View all positions for Next Level Private

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