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iShares Russell Midcap Index Fund shares owned by TAGStone Capital

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

Historical chart of TAGStone Capital 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 TAGStone Capital 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 TAGStone Capital

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$282k	2.9k	96.56
2025-06-30	$271k	2.9k	92.84
2025-03-31	$248k	2.9k	85.08
2024-12-31	$258k	2.9k	88.51
2024-09-30	$257k	2.9k	88.16
2024-06-30	$236k	2.9k	80.96
2024-03-31	$245k	2.9k	84.05
2023-12-31	$227k	2.9k	77.87
2023-09-30	$203k	2.9k	69.64
2023-06-30	$213k	2.9k	73.07
2023-03-31	$204k	2.9k	69.98

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Amazon (AMZN)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Dimensional Etf Trust Ultrashort Fixed (DUSB)

Vanguard Mun Bd Fds Core Tax Exempt (VCRM)

Ishares Tr Rus Md Cp Gr Etf (IWP)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Ishares Tr Core Msci Eafe (IEFA)

Costco Wholesale Corporation (COST)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for TAGStone Capital

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

Branch Banking & Trust Company

FMR

Envestnet Asset Management

Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund

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