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iShares Russell Midcap Index Fund shares owned by Winch Advisory Services

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

Historical chart of Winch Advisory Services 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 Winch Advisory Services 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 Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2k 13 88.54
2015-03-31 $6.0k 33 181.82

More positions owned by Winch Advisory Services

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Microsoft Corporation (MSFT)
Vanguard Short Term Treasury Etf Etf (VGSH)
Invesco Qqq Etf Etf (QQQ)
Amazon (AMZN)
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Short Treasury Bond Etf Etf (SHV)
Berkshire Hathaway (BRK.B)
Alphabet Inc Class C cs (GOOG)
Visa (V)
Stryker Corporation (SYK)

View all positions for Winch Advisory Services

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