Dougherty Wealth Advisers »

iShares Russell Midcap Growth Idx. shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers 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 Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 29k 117.29
2024-06-30 $3.2M 29k 110.35
2024-03-31 $3.3M 29k 114.14
2023-12-31 $3.3M 31k 104.46
2020-03-31 $257k 2.1k 121.46
2019-12-31 $323k 2.1k 152.65
2019-09-30 $299k 2.1k 141.30
2019-06-30 $602k 4.2k 142.49
2019-03-31 $573k 4.2k 135.62
2018-12-31 $543k 4.2k 128.52