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iShares Russell Midcap Growth Idx. shares owned by Callan Family Office

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

Historical chart of Callan Family Office 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 Callan Family Office 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 Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $952k 8.1k 117.29
2024-06-30 $726k 6.6k 110.35
2024-03-31 $556k 4.9k 114.14
2023-09-30 $423k 4.6k 91.35
2023-06-30 $448k 4.6k 96.63
2023-03-31 $422k 4.6k 91.05

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Callan Family Office

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Tiaa Trust, National Association
Pnc Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Us Bancorp
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell Midcap Growth Idx.