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iShares Russell Midcap Growth Idx. shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth 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 Kingswood Wealth 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 35k 142.41
2025-06-30 $3.1M 23k 138.68
2025-03-31 $2.2M 19k 117.49
2024-12-31 $1.9M 15k 126.76
2024-09-30 $2.0M 17k 117.29
2023-12-31 $268k 2.6k 104.46

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth 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.