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iShares Russell Midcap Index Fund shares owned by Jupiter Wealth Management

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

Historical chart of Jupiter Wealth Management 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 Jupiter Wealth Management 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 Jupiter Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $897k 11k 81.56
2023-12-31 $855k 11k 77.73
2023-09-30 $754k 11k 68.50

More positions owned by Jupiter Wealth Management

Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Cl A
Energy Select Sector SPDR ETF IV - (XLE)
JPMorgan Equity Premium Income ETF - (JEPI)
Spdr S&p500 Etf - (SPY)
Amazon (AMZN)
Mastercard Inc CL A Cl A (MA)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Nike Inc Class B CL B (NKE)
Morgan Stanley (MS)
American Tower Reit (AMT)
JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST)

View all positions for Jupiter Wealth Management

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Bank of New York Mellon
Baird Financial
Morgan Stanley
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Ameriprise Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund