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iShares Russell Midcap Growth Idx. shares owned by Bogart Wealth

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $130k 1.1k 114.14
2023-12-31 $121k 1.2k 104.46
2023-09-30 $106k 1.2k 91.35
2023-06-30 $112k 1.2k 96.63
2023-03-31 $105k 1.2k 91.05
2022-12-31 $97k 1.2k 83.60
2022-09-30 $91k 1.2k 78.65
2022-06-30 $96k 1.2k 79.14
2022-03-31 $132k 1.3k 100.23
2021-12-31 $152k 1.3k 115.41
2021-09-30 $160k 1.4k 112.04
2021-06-30 $162k 1.4k 113.45
2021-03-31 $151k 1.5k 102.17
2020-12-31 $96k 940 102.13
2020-09-30 $81k 470 172.34
2020-06-30 $74k 470 157.45
2020-03-31 $57k 470 121.28
2019-12-31 $72k 470 153.19
2019-09-30 $69k 488 141.39
2019-06-30 $69k 488 141.39
2019-03-31 $76k 566 134.28
2018-12-31 $65k 574 113.24
2018-09-30 $83k 613 135.40
2018-06-30 $71k 563 126.11
2018-03-31 $69k 563 122.56
2017-12-31 $69k 571 120.84
2017-09-30 $65k 571 113.84

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

Top funds holding iShares Russell Midcap Growth Idx.

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
UBS Group
Cassaday & Co Wealth Management
Commerce Bank N A
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding iShares Russell Midcap Growth Idx.