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iShares Russell Midcap Growth Idx. shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 12k 142.41
2025-06-30 $3.4M 25k 138.68
2025-03-31 $1.4M 12k 117.49
2024-12-31 $1.6M 12k 126.75
2024-09-30 $1.4M 12k 117.29
2024-06-30 $1.4M 12k 110.35
2024-03-31 $1.4M 12k 114.14
2023-12-31 $1.3M 12k 104.46
2023-09-30 $1.1M 12k 91.35
2023-06-30 $1.2M 12k 96.63
2023-03-31 $1.1M 12k 91.05
2022-12-31 $1.0M 12k 83.60
2022-09-30 $1.0M 13k 78.39
2022-06-30 $983k 12k 79.17
2022-03-31 $888k 8.8k 100.48
2021-12-31 $1.1M 9.6k 115.20
2021-09-30 $1.1M 9.6k 112.06
2021-06-30 $1.1M 9.6k 113.21
2021-03-31 $1.1M 11k 102.13
2020-12-31 $1.1M 11k 102.61
2020-09-30 $912k 5.3k 173.12
2020-06-30 $450k 2.8k 158.17
2020-03-31 $343k 2.8k 121.20
2019-12-31 $433k 2.8k 153.00
2019-09-30 $399k 2.8k 140.99
2019-06-30 $404k 2.8k 142.76
2019-03-31 $404k 3.0k 135.80
2018-12-31 $322k 2.8k 113.78
2018-09-30 $384k 2.8k 135.69
2018-06-30 $359k 2.8k 126.86
2018-03-31 $362k 2.9k 122.92
2017-09-30 $444k 3.9k 113.12
2017-06-30 $424k 3.9k 108.03
2017-03-31 $409k 3.9k 103.89
2016-12-31 $383k 3.9k 97.28
2016-09-30 $383k 3.9k 97.28
2016-06-30 $507k 5.2k 96.81
2016-03-31 $423k 4.6k 92.08

More positions owned by Aspiriant

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Aspiriant

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
First Command Advisory Services
Ameriprise Financial
LPL Financial
Pnc Financial Services
Tiaa Trust, National Association
Commonwealth Equity Services
UBS Group
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Envestnet Portfolio Solutions
First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.