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iShares Russell Midcap Index Fund shares owned by Paragon Private Wealth Management

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

Historical chart of Paragon Private Wealth Management 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 Paragon Private Wealth Management 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 Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 24k 77.73
2023-09-30 $1.3M 19k 69.25
2023-06-30 $1.1M 15k 73.03
2023-03-31 $745k 11k 69.92

More positions owned by Paragon Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded Nasdq Semcndtr (FTXL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange Traded Consumr Discre (FXD)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Sherwin-Williams Company (SHW)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Paragon Private Wealth Management

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