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iShares Russell Midcap Growth Idx. shares owned by Capital Advisors

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $355k 3.1k 114.22
2023-12-31 $325k 3.1k 104.57
2023-09-30 $284k 3.1k 91.38
2023-06-30 $300k 3.1k 96.53
2023-03-31 $283k 3.1k 91.06
2022-12-31 $260k 3.1k 83.66
2022-09-30 $244k 3.1k 78.51
2022-06-30 $246k 3.1k 79.15
2022-03-31 $312k 3.1k 100.39
2021-12-31 $358k 3.1k 115.19
2021-09-30 $348k 3.1k 111.97
2021-06-30 $360k 3.2k 113.21
2021-03-31 $325k 3.2k 102.20
2020-12-31 $326k 3.2k 102.52
2020-09-30 $275k 1.6k 172.96
2020-06-30 $251k 1.6k 157.86
2020-03-31 $134k 1.1k 121.60
2019-12-31 $255k 1.7k 152.88
2019-09-30 $272k 1.9k 146.39
2019-06-30 $238k 1.7k 142.69
2019-03-31 $150k 1.1k 136.12
2018-12-31 $125k 1.1k 113.43
2018-09-30 $149k 1.1k 135.21
2018-06-30 $140k 1.1k 127.04
2018-03-31 $135k 1.1k 122.50
2017-12-31 $133k 1.1k 120.69
2017-09-30 $125k 1.1k 113.43
2017-06-30 $119k 1.1k 107.99
2017-03-31 $114k 1.1k 103.45
2016-12-31 $102k 1.1k 96.96
2016-09-30 $102k 1.1k 96.96
2016-06-30 $98k 1.1k 93.16
2016-03-31 $97k 1.1k 92.21
2015-12-31 $97k 1.1k 92.21
2015-09-30 $93k 1.1k 88.40
2015-06-30 $102k 1.1k 96.96
2015-03-31 $103k 1.1k 97.91
2014-12-31 $90k 969 92.88
2014-09-30 $97k 1.1k 87.94
2014-06-30 $147k 1.6k 89.69
2014-03-31 $141k 1.6k 86.03
2013-12-31 $138k 1.6k 84.20

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

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
Commerce Bank N A
Cassaday & Co Wealth Management
Us Bancorp
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
GLOBALT Investments LLC / GA

View all funds holding iShares Russell Midcap Growth Idx.