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iShares Russell Midcap Growth Idx. shares owned by Grimes & Company

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Grimes & Company from 13F filings

Historical chart of Grimes & Company 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 Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $344k 3.0k 114.16
2023-12-31 $333k 3.2k 104.47
2023-09-30 $271k 3.0k 91.35
2023-06-30 $292k 3.0k 96.63
2023-03-31 $269k 3.0k 91.05

More positions owned by Grimes & Company

Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core S&p500 Etf (IVV)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Vaneck Etf Trust High Yld Munietf (HYD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Grimes & Company

Top funds holding iShares Russell Midcap Growth Idx.

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
UBS Group
Commerce Bank N A
Cassaday & Co Wealth Management
Us Bancorp
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
GLOBALT Investments LLC / GA

View all funds holding iShares Russell Midcap Growth Idx.