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iShares Russell Midcap Index Fund shares owned by United Advisor Group

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

Historical chart of United Advisor Group 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 United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $376k 3.9k 97.23

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Amazon Call Option (AMZN)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Microsoft Corporation Call Option (MSFT)
Palantir Technologies Cl A (PLTR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Largecap Divd (DLN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Spdr Series Trust State Street Spd (SPYG)
T Rowe Price Etf Price Div Grwt (TDVG)

View all positions for United Advisor Group

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
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
UBS Group
Envestnet Asset Management
Branch Banking & Trust Company
FMR
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund