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iShares Russell Midcap Index Fund shares owned by Ofc Financial Planning

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

Historical chart of Ofc Financial Planning 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 Ofc Financial Planning 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 Ofc Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 11k 96.55
2025-06-30 $1.1M 12k 91.97
2025-03-31 $995k 12k 85.07
2024-12-31 $1.0M 12k 88.40

More positions owned by Ofc Financial Planning

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Ofc Financial Planning

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