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iShares Russell Midcap Growth Idx. shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $341k 2.4k 142.42
2025-06-30 $332k 2.4k 138.66
2025-03-31 $281k 2.4k 117.50
2024-12-31 $220k 1.7k 126.75
2023-12-31 $237k 2.3k 104.44

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
O'reilly Automotive (ORLY)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Amphenol Corp Cl A (APH)
Northrop Grumman Corporation (NOC)
Altria (MO)
Amazon (AMZN)

View all positions for Fortune Financial Advisors

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.