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iShares Russell Midcap Index Fund shares owned by Spurstone Advisory Services

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

Historical chart of Spurstone Advisory Services 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 Spurstone Advisory Services 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 Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6k 17 96.53
2025-06-30 $1.6k 17 91.94
2025-03-31 $1.4k 17 85.06

More positions owned by Spurstone Advisory Services

Apple Common / Ordinary Stock (AAPL)
RTX Corp Common / Ordinary Stock (RTX)
HCA Healthcare Common / Ordinary Stock (HCA)
SSgA Funds Management Exchange Traded Fund (SPY)
Exxon Mobil Corp Common / Ordinary Stock (XOM)
Chevron Corp Common / Ordinary Stock (CVX)
Utd Parcel Serv Common / Ordinary Stock (UPS)
Palo Alto Networks Common / Ordinary Stock (PANW)
Crowdstrike Holdings Common / Ordinary Stock (CRWD)
Fortinet Common / Ordinary Stock (FTNT)
Pfizer Common / Ordinary Stock (PFE)
Johnson & Johnson Common / Ordinary Stock (JNJ)
Travelers Common / Ordinary Stock (TRV)
Salesforce Common / Ordinary Stock (CRM)
Phillips 66 Common / Ordinary Stock (PSX)

View all positions for Spurstone Advisory Services

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
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
Tiaa Trust, National Association

View all funds holding iShares Russell Midcap Index Fund