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iShares Russell Midcap Index Fund shares owned by Old Peak Finance

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

Historical chart of Old Peak Finance 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 Old Peak Finance 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 Old Peak Finance

Quarter filed Position value Share count Share price at filing
2025-12-31 $419k 4.4k 96.27

More positions owned by Old Peak Finance

Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Ctzns Bancshares Inc D Cl A (FCNCA)
JPMorgan Chase & Co. (JPM)

View all positions for Old Peak Finance

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
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank
Tiaa Trust, National Association

View all funds holding iShares Russell Midcap Index Fund