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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
2024-03-31 $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)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Global X Fds Nasdaq 100 Cover (QYLD)
J P Morgan Exchange Traded Equity Premium (JEPI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Aggres Alloc Etf (AOA)
Neos Etf Trust Neos S&p 500 Hi (SPYI)

View all positions for Unique Wealth

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