Dynamic Financial Group »

iShares Russell Midcap Growth Idx. shares owned by Dynamic Financial Group

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

Historical chart of Dynamic Financial Group 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 Dynamic Financial Group 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 Dynamic Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 9.8k 142.41
2025-06-30 $1.4M 9.9k 138.68
2025-03-31 $881k 7.5k 117.49
2024-12-31 $928k 7.3k 126.75

More positions owned by Dynamic Financial Group

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Deere & Company (DE)
Verizon Communications (VZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Nuveen Muni Value Fund (NUV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Pfizer (PFE)
Ishares Tr Eafe Grwth Etf (EFG)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Phillips Edison & Co Common Stock (PECO)

View all positions for Dynamic Financial Group

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.