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iShares Russell Midcap Index Fund shares owned by Partners Capital Investment Group

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Partners Capital Investment Group from 13F filings

Historical chart of Partners Capital Investment Group 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 Partners Capital Investment Group 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 Partners Capital Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 15k 96.55
2025-06-30 $1.6M 18k 91.97
2025-03-31 $2.7M 32k 85.07
2023-06-30 $28M 381k 73.03
2023-03-31 $27M 381k 69.92

More positions owned by Partners Capital Investment Group

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard Value ETF Value Etf (VTV)
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)
iShares MSCI ACWI ETF Msci Acwi Etf (ACWI)
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)

View all positions for Partners Capital Investment Group

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