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iShares Russell Midcap Index Fund shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $211k 2.4k 88.40
2024-09-30 $210k 2.4k 88.14

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Value Etf Etf (DFIV)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Apple Stock (AAPL)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)

View all positions for Vestia Personal Wealth Advisors

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
Baird Financial
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Ameriprise Financial
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund