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iShares Russell Midcap Growth Idx. shares owned by Windsor Advisory Group

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

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 101 114.58
2023-12-31 $24k 233 104.59
2023-09-30 $9.2k 101 91.30
2023-06-30 $9.8k 101 96.57
2023-03-31 $9.2k 101 90.92
2022-12-31 $159k 1.9k 83.59

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Enterprise Products Partners (EPD)
Walt Disney Company (DIS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Greif Cl A (GEF)
Select Sector Spdr Tr Energy (XLE)
Huntington Bancshares Incorporated (HBAN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Linde SHS (LIN)
Kroger (KR)
Installed Bldg Prods (IBP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Windsor Advisory Group

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.