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iShares Russell Midcap Index Fund shares owned by Unique Wealth

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

Historical chart of Unique Wealth 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 Unique Wealth 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4M 107k 88.14
2024-06-30 $6.6M 82k 81.08
2024-03-31 $6.1M 72k 84.09
2023-12-31 $5.1M 66k 77.73
2023-09-30 $2.0M 29k 69.25
2023-06-30 $1.4M 19k 73.03
2023-03-31 $1.2M 18k 69.92
2022-12-31 $1.1M 16k 67.45

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Rus Mid Cap Etf (IWR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Msci Acwi Etf (ACWI)
Innovator Etfs Tr Us Eqt Aclrtd Et (XDJL)
Innovator Etfs Tr Us Eqty Acc Etf (XDJA)

View all positions for Unique Wealth

Top funds holding iShares Russell Midcap Index Fund

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

View all funds holding iShares Russell Midcap Index Fund