iShares Russell Midcap Growth Idx. shares owned by Lee Financial
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares Russell Midcap Growth Idx.
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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 42k | 142.41 |
| 2025-06-30 | $6.0M | 43k | 138.68 |
| 2025-03-31 | $5.2M | 44k | 117.49 |
| 2024-12-31 | $5.7M | 45k | 126.75 |
| 2024-09-30 | $5.3M | 46k | 117.29 |
| 2024-06-30 | $5.2M | 47k | 110.35 |
| 2024-03-31 | $5.4M | 48k | 114.14 |
| 2023-12-31 | $5.1M | 49k | 104.46 |
| 2023-09-30 | $4.5M | 49k | 91.45 |
| 2023-06-30 | $4.9M | 51k | 96.63 |
| 2023-03-31 | $5.5M | 60k | 91.05 |
| 2022-12-31 | $5.1M | 61k | 83.60 |
| 2022-09-30 | $5.0M | 64k | 78.42 |
| 2022-06-30 | $3.3M | 42k | 79.21 |
| 2022-03-31 | $5.0k | 46 | 108.70 |
| 2021-12-31 | $5.0k | 46 | 108.70 |
| 2021-09-30 | $5.0k | 46 | 108.70 |
| 2020-12-31 | $41k | 402 | 101.99 |
| 2020-09-30 | $35k | 201 | 174.13 |
| 2020-06-30 | $32k | 201 | 159.20 |
| 2020-03-31 | $24k | 201 | 119.40 |
| 2019-12-31 | $31k | 201 | 154.23 |
| 2019-09-30 | $28k | 201 | 139.30 |
| 2019-06-30 | $29k | 201 | 144.28 |
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