Capital Analysts »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Capital Analysts

Quarter filed Position value Share count Share price at filing
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 $657k 5.2k 126.73
2018-03-31 $615k 5.0k 123.00
2017-12-31 $593k 4.9k 120.65
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 $467k 5.0k 93.58
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 Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

Top funds holding iShares Russell Midcap Growth Idx.

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
UBS Group
Commerce Bank N A
Cassaday & Co Wealth Management
Us Bancorp
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
GLOBALT Investments LLC / GA

View all funds holding iShares Russell Midcap Growth Idx.