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iShares Russell Midcap Growth Idx. shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 17k 117.29
2024-06-30 $2.2M 20k 110.98
2024-03-31 $1.2M 11k 107.44
2023-12-31 $126k 1.2k 104.44
2023-09-30 $100k 1.1k 91.34
2023-06-30 $106k 1.1k 96.62
2023-03-31 $100k 1.1k 91.08
2022-12-31 $92k 1.1k 83.57
2022-09-30 $45k 569 78.80
2022-06-30 $42k 532 78.95
2022-03-31 $53k 531 99.81
2021-12-31 $62k 534 116.10