Advisory Advocates »

iShares Russell Midcap Growth Idx. shares owned by Advisory Advocates

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

Historical chart of Advisory Advocates 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 Advisory Advocates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Advisory Advocates

Quarter filed Position value Share count Share price at filing
2026-03-31 $591k 4.6k 128.13
2025-12-31 $631k 4.6k 136.95

More positions owned by Advisory Advocates

First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Nuveen Equity Premium and Growth Fund (SPXX)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Cohen & Steers infrastucture Fund (UTF)
Columbia Seligm Prem Tech Gr (STK)
Apple (AAPL)
Adams Express Company (ADX)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Royce Value Trust (RVT)
Amazon (AMZN)

View all positions for Advisory Advocates

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
First Command Advisory Services
UBS Group
LPL Financial
Ameriprise Financial
Pnc Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Growth Idx.