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iShares Russell Midcap Index Fund shares owned by Valued Retirements

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

Historical chart of Valued Retirements 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 Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 5.0k 88.14
2024-06-30 $405k 5.0k 81.08
2024-03-31 $420k 5.0k 84.09
2023-12-31 $388k 5.0k 77.73

More positions owned by Valued Retirements

Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Exxon Mobil Corporation (XOM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Em Mkt Sm-cp Etf (EEMS)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Med Dvc Etf (IHI)

View all positions for Valued Retirements

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