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iShares Russell Midcap Growth Idx. shares owned by Heritage Family Offices

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices 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 Heritage Family Offices 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 Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2025-12-31 $328k 2.4k 136.94

More positions owned by Heritage Family Offices

Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Wells Fargo & Company (WFC)
Amphenol Corp Cl A (APH)
Kla Corp Com New (KLAC)

View all positions for Heritage Family Offices

Top funds holding iShares Russell Midcap Growth Idx.

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
Commerce Bank N A

View all funds holding iShares Russell Midcap Growth Idx.