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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
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)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Costco Wholesale Corporation (COST)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Johnson & Johnson (JNJ)

View all positions for TAGStone Capital

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund