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iShares Russell Midcap Growth Idx. shares owned by CFG Wealth Management Services

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

Historical chart of CFG Wealth Management Services 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 CFG Wealth Management Services 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 CFG Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.4k 74 127.57
2025-12-31 $10k 74 136.30

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)
Schwab International Equity Etf Uie (SCHF)
Schwab U.s. Broad Marketetf Uie (SCHB)
Invesco S&p 500 Low Volatility Etf Uie (SPLV)
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)
Schwab High Yield Bond Etf Uie (SCYB)
Schwab Emerging Markets Equity Etf Uie (SCHE)
Schwab Short-term U.s. Treasury Etf Uie (SCHO)
Schwab U.s. Small-cap Etf Uie (SCHA)
Schwab U.s. Large-cap Value Etf Uie (SCHV)
Schwab U.s. Mid-cap Etf Uie (SCHM)
Schwab U.s. Large-cap Growth Etf Uie (SCHG)
Spdr Bloomberg International Corporate Bond Etf Uie (IBND)
Spdr Bloomberg Short Term International Treasury Bond Etf Uie (BWZ)
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
First Command Advisory Services
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.