iShares Russell Midcap Growth Idx. shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust 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 Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $463k | 3.2k | 142.41 |
| 2021-12-31 | $544k | 4.7k | 115.22 |
| 2021-09-30 | $529k | 4.7k | 112.07 |
| 2021-06-30 | $535k | 4.7k | 113.20 |
| 2021-03-31 | $482k | 4.7k | 102.06 |
| 2020-12-31 | $485k | 4.7k | 102.65 |
| 2020-09-30 | $408k | 2.4k | 172.87 |
| 2020-06-30 | $374k | 2.4k | 158.12 |
| 2020-03-31 | $287k | 2.4k | 121.59 |
| 2019-12-31 | $366k | 2.4k | 152.58 |
Top funds holding iShares Russell Midcap Growth Idx.
View all funds holding iShares Russell Midcap Growth Idx.