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iShares Russell Midcap Index Fund shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth 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 Plan A Wealth 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 Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 2.9k 96.55
2025-06-30 $287k 3.1k 91.97
2025-03-31 $491k 5.8k 85.07
2024-12-31 $546k 6.2k 88.40

More positions owned by Plan A Wealth

Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Intl (OAIM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Texas Pacific Land Corp (TPL)

View all positions for Plan A Wealth

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