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iShares Russell Midcap Growth Idx. shares owned by Capital Analysts

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

Historical chart of Capital Analysts 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 Capital Analysts 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 Capital Analysts

Quarter filed Position value Share count Share price at filing
2025-09-30 $753k 5.3k 142.46
2025-06-30 $902k 6.5k 138.60
2025-03-31 $2.0M 17k 116.16
2024-12-31 $2.2M 17k 126.75
2024-09-30 $1.3M 11k 117.32
2024-06-30 $1.2M 11k 110.31
2024-03-31 $1.1M 9.3k 114.16
2023-12-31 $936k 9.0k 104.41
2023-09-30 $825k 9.0k 91.36
2023-06-30 $807k 8.3k 96.68
2023-03-31 $817k 9.0k 91.10
2022-12-31 $741k 8.9k 83.57
2022-09-30 $654k 8.3k 78.42
2022-06-30 $656k 8.3k 79.21
2022-03-31 $1.2M 12k 100.52
2021-12-31 $1.6M 14k 115.24
2021-09-30 $1.5M 14k 112.09
2021-06-30 $1.6M 14k 113.19
2021-03-31 $1.3M 13k 102.03
2020-12-31 $1.5M 14k 102.65
2020-09-30 $710k 4.1k 172.75
2020-06-30 $670k 4.2k 158.02
2020-03-31 $516k 4.2k 121.70
2019-12-31 $759k 5.0k 152.56
2019-09-30 $688k 4.9k 141.16
2019-06-30 $703k 4.9k 142.48
2019-03-31 $669k 4.9k 135.62
2018-12-31 $759k 6.7k 113.71
2018-09-30 $669k 4.9k 135.56
2018-06-30 $656k 5.2k 126.64
2018-03-31 $615k 5.0k 123.00
2017-12-31 $5.0k 66 75.76
2017-09-30 $556k 4.9k 113.12
2017-06-30 $538k 5.0k 108.07
2017-03-31 $510k 4.9k 103.76
2016-12-31 $449k 4.6k 97.29
2016-09-30 $448k 4.6k 97.37
2016-06-30 $206k 3.2k 63.56
2016-03-31 $452k 4.9k 92.16
2015-12-31 $422k 4.6k 91.92
2015-09-30 $395k 4.5k 88.61
2015-06-30 $290k 3.0k 96.85
2015-03-31 $278k 2.8k 97.93
2014-12-31 $196k 2.1k 93.23
2014-09-30 $106k 1.2k 88.35
2014-06-30 $108k 1.2k 89.56
2014-03-31 $69k 800 85.80
2013-12-31 $42k 500 84.36

More positions owned by Capital Analysts

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Portfli High Yld (SPHY)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Capital Analysts

Top funds holding iShares Russell Midcap Growth Idx.

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
Commerce Bank N A

View all funds holding iShares Russell Midcap Growth Idx.