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iShares Russell Midcap Growth Idx. shares owned by Athena Investment Management

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

Historical chart of Athena Investment Management 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 Athena Investment Management 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 Athena Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 1.6k 142.43
2025-06-30 $221k 1.6k 138.70
2024-12-31 $206k 1.6k 126.77

More positions owned by Athena Investment Management

Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
Schwab U.S. Small-Cap ETF Us Sml Cap Etf (SCHA)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Unitedhealth Group
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Abbvie (ABBV)
Raytheon Technologies Corp (RTX)
Home Depot (HD)
GE Aerospace Com New
Schwab U.S. Mid-Cap ETF Us Mid-cap Etf (SCHM)
iShares Russell 2000 Index Russell 2000 Etf (IWM)
Pepsi (PEP)

View all positions for Athena Investment Management

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.