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iShares Russell Midcap Index Fund shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $219k 4.1k 53.52
2020-03-31 $177k 4.1k 43.26
2019-12-31 $244k 4.1k 59.63
2019-09-30 $229k 4.1k 55.96
2019-06-30 $229k 4.1k 55.96
2019-03-31 $221k 4.1k 54.01
2018-12-31 $190k 4.1k 46.43
2018-09-30 $226k 1.0k 220.92
2018-06-30 $217k 1.0k 212.12
2018-03-31 $199k 963 206.65
2017-12-31 $195k 938 207.89

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund