iShares Russell Midcap Growth Idx. shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell Midcap Growth Idx. by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 2.0k | 145.27 |
| 2025-06-30 | $289k | 2.0k | 142.45 |
| 2025-03-31 | $234k | 2.1k | 112.50 |
| 2024-12-31 | $285k | 2.1k | 137.13 |
| 2024-09-30 | $266k | 2.2k | 119.48 |
| 2024-06-30 | $245k | 2.2k | 109.94 |
| 2024-03-31 | $256k | 2.4k | 108.48 |
| 2023-12-31 | $297k | 2.8k | 104.34 |
| 2023-09-30 | $249k | 2.9k | 86.88 |
| 2023-06-30 | $276k | 2.9k | 96.30 |
| 2023-03-31 | $257k | 2.9k | 89.46 |
| 2022-12-31 | $276k | 3.0k | 90.43 |
| 2022-09-30 | $246k | 3.0k | 80.68 |
| 2022-06-30 | $252k | 3.0k | 82.95 |
| 2022-03-31 | $300k | 3.1k | 97.85 |
| 2021-12-31 | $314k | 3.3k | 95.94 |
| 2021-09-30 | $403k | 3.3k | 122.57 |
| 2021-06-30 | $366k | 3.3k | 110.21 |
| 2021-03-31 | $425k | 3.9k | 110.33 |
| 2020-12-31 | $408k | 3.8k | 106.00 |
| 2020-09-30 | $410k | 2.2k | 186.45 |
| 2020-06-30 | $377k | 2.2k | 169.21 |
| 2020-03-31 | $317k | 2.2k | 143.18 |
| 2019-12-31 | $342k | 2.2k | 155.60 |
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