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SIMA Wealth Partners »

iShares Russell Midcap Index Fund shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners 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 SIMA Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$54k	486	110.32
2026-03-31	$47k	486	97.23
2025-12-31	$47k	486	96.27
2025-09-30	$52k	542	96.55
2025-06-30	$54k	584	91.97
2025-03-31	$64k	747	85.07
2024-12-31	$66k	747	88.40
2024-09-30	$72k	819	88.14
2024-06-30	$77k	952	81.08

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Spdr Series Trust ST STR P500GRW (SPYG)

J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

Ishares Tr Usd Inv Grde Etf (USIG)

Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

Ishares Tr Mbs Etf (MBB)

J P Morgan Exchange Traded F Active Value Etf (JAVA)

Schwab Strategic Tr Int-trm U.s Tres (SCHR)

Spdr Series Trust St Str P500val (SPYV)

Ishares Tr S&p 500 Grwt Etf (IVW)

Ishares Tr S&p 500 Val Etf (IVE)

Schwab Strategic Tr Sht Tm Us Tres (SCHO)

Spdr Series Trust St Str P400mid (SPMD)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

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

Envestnet Asset Management

Branch Banking & Trust Company

FMR

View all funds holding iShares Russell Midcap Index Fund

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