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iShares Russell Midcap Growth Idx. shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod investment in iShares Russell Midcap Growth Idx.

Jan 2018Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 20211M1.5M5k10k15k
Value ($)Share countHistorical IWP position of AdvicePeriod Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. held by AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.7M 15k 113.21
2021-03-31 $1.6M 15k 102.09
2020-12-31 $1.5M 15k 102.62
2020-09-30 $1.3M 7.4k 172.83
2020-06-30 $1.3M 8.3k 158.12
2020-03-31 $1.0M 8.5k 121.64
2019-12-31 $1.4M 9.2k 152.55
2019-09-30 $1.3M 9.4k 141.37
2019-06-30 $1.5M 11k 142.58
2019-03-31 $1.1M 8.4k 135.63
2018-12-31 $892k 7.8k 113.69
2018-09-30 $1.0M 7.6k 135.64
2018-06-30 $929k 7.3k 126.70
2018-03-31 $728k 5.9k 122.91
2017-12-31 $598k 5.0k 120.59

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding iShares Russell Midcap Growth Idx.

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

View all funds holding iShares Russell Midcap Growth Idx.