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Valtinson Bruner Financial Planning »

iShares Russell Midcap Index Fund shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$226k	2.1k	110.32
2021-12-31	$314k	3.8k	83.05
2021-09-30	$290k	3.5k	82.81
2021-06-30	$2.2M	27k	79.29
2021-03-31	$4.4M	57k	77.24

More positions owned by Valtinson Bruner Financial Planning

Ishares Tr Ultra Short Dur (ICSH)

First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)

Bondbloxx Etf Trust Bloo Twen Us Etf (XTWY)

Vanguard World Extended Dur (EDV)

Spdr Series Trust St Str P500etf (SPYM)

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

Spdr Series Trust St Str P500val (SPYV)

First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)

Hawkins (HWKN)

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)

Innovator Etfs Trust Equi Du Di Octo (DDFO)

Spdr Index Shs Fds St Port Mark Etf (SPEM)

Innovator Etfs Trust Us Eqty Bufr May (BMAY)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)

Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

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

Envestnet Asset Management

Branch Banking & Trust Company

FMR

View all funds holding iShares Russell Midcap Index Fund

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