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Copia Wealth Management »

iShares Russell Midcap Growth Idx. shares owned by Copia Wealth Management

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

Historical chart of Copia 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 Copia 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 Copia Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$138k	969	142.41
2025-06-30	$137k	988	138.68
2025-03-31	$116k	988	117.49
2024-12-31	$125k	989	126.75

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)

Spdr Portfolio S&p 500 Etf Etf (SPLG)

Us Treasury 3 Month Bill Etf Etf (TBIL)

Spdr Gold Shares Etf (GLD)

Us Treasury 6 Month Bill Etf Etf (XBIL)

Pacer Us Cash Cows 100 Etf Etf (COWZ)

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

Ishares 0-5 Year Tips Bond Etf Etf (STIP)

Invesco S&p 500 Top 50 Etf Etf (XLG)

Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)

Ishares Msci Eafe Etf Etf (EFA)

Vanguard Russell 2000 Etf Etf (VTWO)

Eldridge Aaa Clo Etf Etf (CLOX)

Simplify Health Care Etf Etf (PINK)

Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding iShares Russell Midcap Growth Idx.

Jones Financial Companies, L.L

Envestnet Asset Management

Wells Fargo & Company

First Command Advisory Services

Ameriprise Financial

Pnc Financial Services

Tiaa Trust, National Association

Commonwealth Equity Services

Cassaday & Co Wealth Management

Vantagepoint Investment Advisers

Envestnet Portfolio Solutions

First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.

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