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iShares Russell Midcap Growth Idx. shares owned by Clarion Wealth Managment Partners

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

Historical chart of Clarion Wealth Managment Partners 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 Clarion Wealth Managment Partners 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 Clarion Wealth Managment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 12k 142.42
2025-06-30 $1.8M 13k 138.68

More positions owned by Clarion Wealth Managment Partners

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Etf Opportunities Trust Applied Fina Val (VSLU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Val Etf (IWD)
Home Depot (HD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Amazon (AMZN)
Tapestry (TPR)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)

View all positions for Clarion Wealth Managment Partners

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.