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iShares Russell Midcap Growth Idx. shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 201 114.14
2023-12-31 $56k 535 104.46

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View all positions for GoalVest Advisory

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
Ameriprise Financial
UBS Group
Envestnet Asset Management
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.