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iShares Russell Midcap Index Fund shares owned by Shelton Wealth Management

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

Historical chart of Shelton 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 Shelton 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 Shelton Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.1M 132k 69.25
2023-06-30 $9.7M 133k 73.03
2023-03-31 $9.3M 133k 69.92
2022-12-31 $10M 151k 67.45
2022-09-30 $9.9M 159k 62.15
2022-06-30 $10M 159k 64.66
2022-03-31 $12M 155k 78.04
2021-12-31 $12M 139k 83.01

More positions owned by Shelton Wealth Management

First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Msci Emrg Chn (EMXC)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vaneck Etf Trust Oil Services Etf (OIH)

View all positions for Shelton Wealth Management

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund