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iShares Russell Midcap Index Fund shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies 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 Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $752k 8.5k 88.14
2024-06-30 $692k 8.5k 81.08
2024-03-31 $718k 8.5k 84.09
2023-12-31 $663k 8.5k 77.73
2023-09-30 $591k 8.5k 69.25

More positions owned by Precision Wealth Strategies

Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Meta Platforms Cl A (META)
Angel Oak Funds Trust Income Etf (CARY)
Ge Aerospace Com New (GE)
Netflix (NFLX)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Broadcom (AVGO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Precision Wealth Strategies

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund