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iShares Russell Midcap Index Fund shares owned by Sincerus Advisory

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

Historical chart of Sincerus Advisory 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 Sincerus Advisory 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 Sincerus Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 72k 96.55
2025-06-30 $6.4M 67k 95.32
2025-03-31 $5.6M 66k 85.07

More positions owned by Sincerus Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Sincerus Advisory

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