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iShares Russell Midcap Index Fund shares owned by WCG Wealth Advisors

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $995k 13k 77.69
2023-09-30 $855k 12k 69.26

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund