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iShares Russell Midcap Index Fund shares owned by TFB Advisors

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

Historical chart of TFB 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 TFB 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 37k 95.96
2025-06-30 $3.2M 35k 91.97
2025-03-31 $3.0M 35k 85.07
2024-12-31 $2.9M 33k 88.40
2024-09-30 $2.8M 32k 88.14
2024-06-30 $2.6M 32k 81.08
2024-03-31 $2.5M 32k 79.48
2023-12-31 $2.5M 32k 77.73
2023-06-30 $2.2M 31k 73.03

More positions owned by TFB Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for TFB Advisors

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