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iShares Russell Midcap Index Fund shares owned by Sandy Cove Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Sandy Cove Advisors from 13F filings

Historical chart of Sandy Cove Advisors 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 Sandy Cove Advisors 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 Sandy Cove Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $896k 11k 84.09
2023-12-31 $498k 6.4k 77.73
2023-09-30 $442k 6.4k 69.25
2023-06-30 $466k 6.4k 73.03

More positions owned by Sandy Cove Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Sandy Cove Advisors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Bank of New York Mellon
Baird Financial
Morgan Stanley
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Ameriprise Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund