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iShares Russell Midcap Growth Idx. shares owned by BAM Wealth Management

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

Historical chart of BAM Wealth 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 BAM Wealth 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 BAM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 1.4k 142.40

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Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for BAM Wealth 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.