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iShares Russell Midcap Index Fund shares owned by Selective Wealth Management

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

Historical chart of Selective 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 Selective Wealth Management 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 Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $811k 9.3k 87.49
2024-06-30 $751k 9.3k 80.61
2024-03-31 $762k 9.3k 81.91

More positions owned by Selective Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Wisdomtree Tr Cloud Computng (WCLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
salesforce (CRM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alibaba Group Hldg Sponsored Ads (BABA)
Servicenow (NOW)
Veeva Sys Cl A Com (VEEV)
Twilio Cl A (TWLO)
Docusign (DOCU)
Okta Cl A (OKTA)

View all positions for Selective Wealth Management

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