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iShares Russell Midcap Growth Idx. shares owned by Orin Green Financial

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

Historical chart of Orin Green Financial 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 Orin Green Financial 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 Orin Green Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 11k 114.14
2023-12-31 $1.1M 11k 104.46
2023-09-30 $955k 11k 91.35
2023-06-30 $1.0M 11k 96.63
2023-03-31 $987k 11k 91.05
2022-12-31 $924k 11k 83.60
2022-09-30 $867k 11k 78.50
2022-06-30 $897k 11k 81.22
2022-03-31 $1.1M 11k 100.54
2021-12-31 $1.2M 11k 102.26
2021-09-30 $1.3M 11k 112.03
2021-06-30 $1.3M 11k 113.17
2021-03-31 $1.1M 11k 102.07
2020-12-31 $1.3M 12k 102.67

More positions owned by Orin Green Financial

Ishares Tr Core S&p500 Etf (Principal) (IVV)
Ishares Tr Calif Mun Bd Etf (Principal) (CMF)
Ishares Tr Core S&p Mcp Etf (Principal) (IJH)
Qualcomm (Principal) (QCOM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (Principal) (VEA)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Msci Eafe Etf (Principal) (EFA)
Vanguard Index Fds Large Cap Etf (Principal) (VV)
Spdr Index Shs Fds Portfolio Devlpd (Principal) (SPDW)
Ishares Tr Rus Mid Cap Etf (Principal) (IWR)
Ishares Tr Core S&p Scp Etf (Principal) (IJR)
Spdr S&p 500 Etf Tr Tr Unit (Principal) (SPY)
Vanguard Index Fds Mid Cap Etf (Principal) (VO)
Spdr Index Shs Fds Dj Glb Rl Es Etf (Principal) (RWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (Principal) (VWO)

View all positions for Orin Green Financial

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.