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Addison Advisors »

iShares Russell Midcap Growth Idx. shares owned by Addison Advisors

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

Historical chart of Addison 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 Addison 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 Addison Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$77k	526	146.41
2026-03-31	$67k	526	128.12
2025-12-31	$72k	526	136.94
2025-09-30	$75k	526	142.41
2025-06-30	$82k	589	138.68

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Ishares Tr Msci Usa Value (VLUE)

Vanguard Index Fds Growth Etf (VUG)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Vanguard Malvern Fds Core Bd Etf (VCRB)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Vanguard Index Fds Mcap Gr Idxvip (VOT)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Dimensional Etf Trust Internatnal Val (DFIV)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

Ishares Tr Us Sml Cap Eqt (SMLF)

Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Addison Advisors

Top funds holding iShares Russell Midcap Growth Idx.

Bank of America Corporation

Envestnet Asset Management

Wells Fargo & Company

First Command Advisory Services

Ameriprise Financial

Pnc Financial Services

Cassaday & Co Wealth Management

Commonwealth Equity Services

Vantagepoint Investment Advisers

Jones Financial Companies, L.L

Tiaa-cref Individual & Institutional Services

Commerce Bank N A

View all funds holding iShares Russell Midcap Growth Idx.

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