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Tanglewood Legacy Advisors »

iShares Russell Midcap Index Fund shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$6.2M	74k	84.09
2023-12-31	$5.6M	71k	77.73
2023-09-30	$5.0M	72k	69.25
2023-06-30	$5.3M	73k	73.03
2023-03-31	$4.8M	68k	69.92
2022-12-31	$4.8M	71k	67.45

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

First Trust MF Closed and MF Open (DAPR)

SPDR S&P MF Closed and MF Open (SPY)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

First Trust MF Closed and MF Open (DNOV)

Apple Common Stock (AAPL)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation

Wells Fargo & Company

Us Bancorp

Pnc Financial Services

Bank of New York Mellon

Baird Financial

Jpmorgan Chase & Co

Tiaa Trust, National Association

UBS Group

Amg National Trust Bank

Envestnet Portfolio Solutions

Branch Banking & Trust Company

Goldman Sachs Group

Royal Bank of Canada

Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund

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