Narus Financial Partners »

iShares Russell Midcap Index Fund shares owned by Narus Financial Partners

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

Historical chart of Narus Financial Partners 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 Narus Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Narus Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $495k 5.9k 84.09
2023-12-31 $444k 5.7k 77.73
2023-09-30 $330k 4.8k 69.25
2023-06-30 $301k 4.1k 73.03

More positions owned by Narus Financial Partners

Wal-Mart Stores (WMT)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Humana (HUM)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
NVIDIA Corporation (NVDA)

View all positions for Narus Financial Partners

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