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iShares Russell Midcap Growth Idx. shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov 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 Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2025-09-30 $384k 2.7k 142.41

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kelman-Lazarov

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.