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iShares Russell Midcap Growth Idx. shares owned by Ballast Advisors

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

Historical chart of Ballast 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 Ballast 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 Ballast Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $145k 1.2k 117.29
2024-06-30 $133k 1.2k 110.35
2024-03-31 $136k 1.2k 114.14
2023-12-31 $124k 1.2k 104.46
2023-09-30 $111k 1.2k 91.35
2023-06-30 $143k 1.5k 96.63
2023-03-31 $138k 1.5k 91.05
2022-12-31 $159k 1.9k 83.60
2022-09-30 $149k 1.9k 78.17
2022-06-30 $151k 1.9k 79.22
2022-03-31 $192k 1.9k 100.73
2021-12-31 $220k 1.9k 115.43
2021-09-30 $210k 1.9k 111.94
2021-06-30 $212k 1.9k 113.01
2021-03-31 $198k 1.9k 102.27
2020-12-31 $199k 1.9k 102.79
2020-09-30 $180k 1.0k 173.08
2020-06-30 $164k 1.0k 157.69
2020-03-31 $126k 1.0k 121.15
2019-12-31 $157k 1.0k 152.28