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iShares Russell Midcap Index Fund shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group 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 Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 2.9k 95.98
2025-06-30 $258k 2.8k 93.72
2025-03-31 $240k 2.8k 85.06
2024-12-31 $223k 2.5k 88.40

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)

View all positions for Shared Vision Wealth Group

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
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

View all funds holding iShares Russell Midcap Index Fund