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iShares Russell Midcap Growth Idx. shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $397k 2.7k 146.41
2026-03-31 $347k 2.7k 128.12
2025-12-31 $371k 2.7k 136.94
2025-09-30 $269k 1.9k 142.41
2025-06-30 $262k 1.9k 138.68

More positions owned by Catalytic Wealth RIA

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Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Samsara Com Cl A (IOT)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
First Command Advisory Services
Jones Financial Companies, L.L
UBS Group
LPL Financial
Ameriprise Financial
Pnc Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Growth Idx.