RMG Wealth Management »

iShares Russell Midcap Index Fund shares owned by RMG Wealth Management

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

Historical chart of RMG Wealth Management 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 RMG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 193 105.53
2025-09-30 $19k 193 96.22
2025-06-30 $18k 193 93.89

More positions owned by RMG Wealth Management

Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)
Vanguard Value Index Fund Etf Shares Value Etf (VTV)
Ishares Morningstar Mid-cap Etf Mrgstr Md Cp Etf (IMCB)
Invesco S&p 500 Equal Weight Technology Etf S&p500 Eql Tec (RSPT)
State Street Spdr Bloomberg Short Term High Yield Bond Etf Bloomberg Short (BWZ)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Ishs 5-10yr Invt (IGIB)
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf State Street Spd (SPIB)
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)
Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mid-cap Index Fund Etf Shares Mid Cap Etf (VO)
Inspire 100 Etf Inspire 100 Etf (BIBL)

View all positions for RMG Wealth Management

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund