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iShares Russell Midcap Index Fund shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners 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 Principle Wealth Partners 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 2.5k 96.54
2025-06-30 $263k 2.9k 91.97
2020-06-30 $32k 595 53.78

More positions owned by Principle Wealth Partners

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
JPMorgan Chase & Co. (JPM)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Semiconductr Etf (SMH)
McDonald's Corporation (MCD)

View all positions for Principle Wealth Partners

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
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank
Tiaa Trust, National Association

View all funds holding iShares Russell Midcap Index Fund