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iShares Russell Midcap Index Fund shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 9.4k 110.33
2026-03-31 $989k 10k 97.24
2025-12-31 $979k 10k 96.28
2025-09-30 $982k 10k 96.56
2025-06-30 $935k 10k 91.98
2025-03-31 $865k 10k 85.07
2024-12-31 $354k 4.0k 88.40