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iShares Russell Midcap Index Fund shares owned by Olistico Wealth

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

Historical chart of Olistico 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 Olistico 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 2.1k 96.55
2025-06-30 $210k 2.3k 91.97
2025-03-31 $195k 2.3k 85.07
2024-12-31 $245k 2.8k 88.40
2024-09-30 $244k 2.8k 88.15
2024-06-30 $232k 2.9k 81.09
2024-03-31 $241k 2.9k 84.08
2023-12-31 $222k 2.9k 77.73
2023-06-30 $208k 2.8k 73.03

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Nvidia Corporation Stock (NVDA)
Vanguard Value Etf Etf (VTV)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Capital Group Growth Etf Etf (CGGR)
Capital Group International Focus Equity Etf Etf (CGXU)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Oneok Stock (OKE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Olistico Wealth

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