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iShares Russell Midcap Index Fund shares owned by Triad Financial Advisors

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

Historical chart of Triad Financial 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 Triad Financial 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 Triad Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $351k 5.1k 69.25
2023-06-30 $366k 5.0k 73.03
2023-03-31 $416k 6.0k 69.92
2022-12-31 $406k 6.0k 67.45
2022-09-30 $375k 6.0k 62.19
2022-06-30 $390k 6.0k 64.58
2022-03-31 $471k 6.0k 77.99
2021-12-31 $507k 6.1k 82.97

More positions owned by Triad Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Triad Financial 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