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iShares Russell Midcap Index Fund shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners 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 Phillips Wealth Planners 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 Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 2.0k 100.86

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr State Street Tec (XLK)
TJX Companies (TJX)
Raytheon Technologies Corp (RTX)
Select Sector Spdr Tr State Street Fin (XLF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Williams Companies (WMB)
Home Depot (HD)
Apple (AAPL)

View all positions for Phillips Wealth Planners

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
FMR
Amg National Trust Bank
LPL Financial

View all funds holding iShares Russell Midcap Index Fund