Pathstone Holdings »

iShares Russell Midcap Index Fund shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $190M 2.0M 96.55
2025-06-30 $182M 2.0M 91.97
2025-03-31 $168M 2.0M 85.07
2024-12-31 $176M 2.0M 88.40
2024-09-30 $176M 2.0M 88.17
2024-06-30 $162M 2.0M 81.11
2024-03-31 $170M 2.0M 84.09
2023-12-31 $158M 2.0M 77.73

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

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