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iShares Russell Midcap Index Fund shares owned by TFC Financial Management

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

Historical chart of TFC Financial Management 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 TFC Financial Management 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 TFC Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $526k 6.3k 84.09
2023-12-31 $489k 6.3k 77.73
2023-09-30 $433k 6.3k 69.26
2023-06-30 $457k 6.3k 73.03
2023-03-31 $437k 6.3k 69.92
2022-12-31 $17k 252 67.45
2022-09-30 $16k 252 63.49
2022-06-30 $16k 252 63.49

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Short Treas Bd (SHV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Intrm Gov Cr Etf (GVI)
Apple (AAPL)
Johnson & Johnson (JNJ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Merck & Co (MRK)
Exxon Mobil Corporation (XOM)

View all positions for TFC Financial Management

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