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iShares Russell Midcap Growth Idx. shares owned by Laurel Oak Wealth Management

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

Historical chart of Laurel Oak Wealth 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 Laurel Oak Wealth 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 14k 128.12

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
Wells Fargo & Company
First Command Advisory Services
Jones Financial Companies, L.L
UBS Group
LPL Financial
Ameriprise Financial
Pnc Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions

View all funds holding iShares Russell Midcap Growth Idx.