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iShares Russell Midcap Growth Idx. shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management 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 Forum Financial Management 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 2.3k 128.12
2025-12-31 $232k 1.7k 136.94
2025-09-30 $241k 1.7k 142.41
2025-06-30 $235k 1.7k 138.68
2024-12-31 $214k 1.7k 126.75