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iShares Russell Midcap Index Fund shares owned by Vestwell Advisors

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

Historical chart of Vestwell 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 Vestwell 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 Vestwell Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $68k 709 96.51

More positions owned by Vestwell Advisors

iShares Tr iShares Core S&P 500 ETF (Principal) (IVV)
iShares Tr iShares Core US Aggregate Bond ETF (Principal) (AGG)
Schwab Strategic Tr Schwab US Large-Cap Growth ETF (Principal) (SCHG)
Schwab Strategic Tr Schwab International Equity ETF (Principal) (SCHF)
Vanguard Index FDS Vanguard Value ETF (Principal) (VTV)
Vanguard Intl Equity Index F Vanguard FTSE Emerging Markets ETF (Principal) (VWO)
Schwab Strategic Tr Schwab US Broad Market ETF (Principal) (SCHB)
Vanguard Index FDS Vanguard Mid-Cap ETF (Principal) (VO)
iShares TR iShares Core International Aggt Bd ETF (Principal) (IAGG)
iShares Tr iShares Core S&P Small-Cap ETF (Principal) (IJR)
Vanguard Intl Equity Index F Vanguard Total World Stock ETF (Principal) (VT)
Schwab Strategic Tr Schwab US REIT ETF (Principal) (SCHH)
Vanguard Index FDS Vanguard Small-Cap Growth ETF (Principal) (VBK)
Vanguard Index FDS Vanguard Small-Cap Value ETF (Principal) (VBR)
iShares TR iShares Broad USD High Yield Corp Bd ETF (Principal) (USHY)

View all positions for Vestwell Advisors

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund