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iShares Russell Midcap Index Fund shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.3M 78k 81.08
2024-03-31 $7.3M 87k 84.09

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
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
LPL Financial
Johnson Investment Counsel

View all funds holding iShares Russell Midcap Index Fund