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iShares Russell Midcap Index Fund shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us 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 Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 42k 84.09
2023-12-31 $3.2M 41k 77.73
2023-09-30 $2.8M 40k 69.58
2023-06-30 $2.9M 40k 73.03
2023-03-31 $2.9M 41k 69.92
2022-12-31 $2.7M 39k 67.49
2022-09-30 $2.5M 41k 62.14
2022-06-30 $2.4M 37k 64.66
2022-03-31 $3.0M 39k 78.04
2021-12-31 $3.3M 40k 83.02
2021-09-30 $3.2M 40k 78.22
2021-06-30 $3.0M 38k 79.25
2021-03-31 $2.9M 39k 73.93
2020-12-31 $2.7M 39k 68.54
2020-09-30 $2.2M 39k 57.37
2020-06-30 $2.1M 39k 53.61
2020-03-31 $1.7M 39k 43.16
2019-12-31 $2.8M 46k 59.63
2019-09-30 $2.3M 42k 55.94
2019-06-30 $2.4M 43k 55.88
2019-03-31 $2.5M 47k 53.94
2018-12-31 $2.3M 49k 46.47
2018-09-30 $2.7M 12k 221.76
2018-06-30 $2.6M 12k 212.17
2018-03-31 $2.6M 13k 206.45
2017-12-31 $2.6M 13k 208.16
2017-09-30 $2.5M 13k 197.16
2017-06-30 $2.6M 13k 192.12
2017-03-31 $2.5M 13k 187.21
2016-12-31 $2.7M 15k 178.89
2016-09-30 $2.7M 15k 174.30
2016-06-30 $2.6M 15k 168.22
2016-03-31 $2.5M 15k 162.90
2015-12-31 $2.4M 15k 160.19
2015-09-30 $2.6M 17k 156.00
2015-06-30 $2.8M 17k 170.31
2015-03-31 $2.8M 16k 173.15
2014-12-31 $2.5M 15k 167.05
2014-09-30 $2.4M 15k 158.33
2014-06-30 $2.6M 16k 162.53
2014-03-31 $2.7M 17k 154.78

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us 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