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iShares Russell Midcap Growth Idx. shares owned by CB^T Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by CB^T Wealth Management from 13F filings

Historical chart of CB^T 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 CB^T Wealth Management 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 CB^T Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 54k 142.41
2025-06-30 $7.5M 54k 138.68
2025-03-31 $6.3M 54k 117.49
2024-12-31 $7.0M 55k 126.75
2024-09-30 $6.6M 56k 117.29
2024-06-30 $6.3M 58k 110.35
2024-03-31 $6.6M 58k 114.14
2023-12-31 $6.1M 58k 104.46
2023-09-30 $5.3M 58k 91.35
2023-06-30 $5.6M 58k 96.63
2023-03-31 $5.2M 58k 91.05
2022-12-31 $4.9M 58k 83.61
2022-09-30 $4.5M 58k 78.43
2022-06-30 $4.0M 51k 79.22
2021-12-31 $4.9M 42k 115.21
2021-09-30 $4.8M 42k 112.07
2021-06-30 $4.8M 42k 113.20
2021-03-31 $4.2M 41k 102.07
2020-12-31 $4.3M 42k 102.66
2020-09-30 $4.1M 24k 172.87
2020-06-30 $3.8M 24k 158.14
2020-03-31 $2.9M 24k 121.58
2019-12-31 $3.8M 25k 152.56
2019-09-30 $3.5M 25k 141.36
2019-06-30 $3.6M 25k 142.60
2019-03-31 $3.6M 27k 135.65
2018-12-31 $4.8M 42k 113.70
2018-06-30 $3.4M 27k 126.74
2018-03-31 $3.5M 29k 122.94
2017-12-31 $3.5M 29k 120.64
2017-09-30 $3.5M 31k 113.19
2017-03-31 $4.0M 38k 103.76
2016-12-31 $3.3M 34k 97.38
2016-09-30 $3.2M 33k 97.36
2016-06-30 $3.1M 33k 93.57

More positions owned by CB^T Wealth Management

Ishares Russell 1000 Growth Et CS (IWF)
Ishares Russell 1000 Value Etf CS (IWD)
3m Company CS (MMM)
Ishares Msci Eafe Etf CS (EFA)
Ishares Russell 2000 Growth Et CS (IWO)
Ishares Trust Ishares Esg Opti CS (SUSA)
Spdr S&p 500 Etf Trust CS (SPY)
Microsoft Corp CS (MSFT)
Ishares Russell 2000 Value Etf CS (IWN)
Ishares Russell Mid Cap Growth CS (IWP)
Ishares Russell Mid Cap Value CS (IWS)
Apple CS (AAPL)
Vanguard Russell 1000 Value Et CS (VONV)
Spdr Gold Shares Etf CS (GLD)
Ishares Russell 1000 Etf CS (IWB)

View all positions for CB^T Wealth Management

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
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

View all funds holding iShares Russell Midcap Growth Idx.