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iShares Russell Midcap Growth Idx. shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 128k 104.46
2023-09-30 $10M 109k 91.35
2023-06-30 $8.9M 92k 96.63
2023-03-31 $7.9M 87k 91.05
2022-12-31 $7.7B 92M 83.60
2022-09-30 $5.8M 74k 78.43
2022-06-30 $5.7M 71k 79.22
2022-03-31 $2.7M 27k 100.50
2021-12-31 $3.0M 26k 115.22
2021-09-30 $2.9M 26k 112.07
2021-06-30 $2.7M 24k 113.20
2021-03-31 $2.3M 22k 102.06
2020-12-31 $1.7M 16k 102.65
2020-09-30 $1.3M 7.4k 172.88
2020-06-30 $1.2M 7.8k 158.12
2020-03-31 $872k 7.2k 121.58
2019-12-31 $505k 3.3k 152.57
2019-09-30 $464k 3.3k 141.33
2019-06-30 $1.3M 242k 5.55
2019-03-31 $1.4M 88 16045.45
2018-12-31 $1.1M 9.6k 113.71
2018-09-30 $1.3M 9.9k 135.57
2018-06-30 $1.3M 10k 130.81
2018-03-31 $1.2M 10k 122.93
2017-12-31 $1.2M 10k 120.67
2017-09-30 $1.2M 10k 113.16
2017-06-30 $905k 8.4k 108.12
2017-03-31 $816k 7.9k 103.72
2016-12-31 $719k 7.4k 97.33
2016-09-30 $704k 7.2k 97.43
2016-06-30 $633k 6.8k 93.56
2016-03-31 $624k 6.8k 92.23
2015-12-31 $622k 6.8k 91.93
2015-09-30 $600k 6.8k 88.68
2015-06-30 $655k 6.8k 96.81
2015-03-31 $338k 3.5k 97.94
2014-12-31 $304k 3.3k 93.08
2014-09-30 $289k 3.3k 88.49
2014-06-30 $352k 3.9k 89.43
2014-03-31 $338k 3.9k 85.87
2013-12-31 $245k 2.9k 84.31
2013-09-30 $227k 2.9k 78.11
2013-06-30 $208k 2.9k 71.58
2013-03-31 $306k 5.4k 56.96
2012-12-31 $247k 4.9k 50.23
2012-09-30 $274k 5.6k 48.78
2012-06-30 $238k 4.0k 59.10
2012-03-31 $253k 4.0k 62.83
2011-06-30 $887k 15k 60.91
2011-03-31 $887k 15k 60.91
2010-12-31 $833k 15k 56.62

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment 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
Branch Banking & Trust Company

View all funds holding iShares Russell Midcap Growth Idx.