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iShares Russell Midcap Growth Idx. shares owned by Crestwood Advisors

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

Historical chart of Crestwood Advisors 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 Crestwood Advisors 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $214k 2.3k 91.35
2017-03-31 $42k 394 106.60

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p 500 Etf Etf (IVV)
Nvidia Corporation Stock (NVDA)
Meta Platforms Inc Cl A Stock (META)
Visa Inc Com Cl A Stock (V)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Booking Holdings Stock (BKNG)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Blackstone Stock (BX)
Fiserv Stock (FI)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood Advisors

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
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
Commerce Bank N A

View all funds holding iShares Russell Midcap Growth Idx.