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Legacy Wealth Managment »

iShares Russell Midcap Growth Idx. shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$20k	137	142.42
2025-06-30	$17k	124	138.69
2025-03-31	$15k	124	117.49
2024-12-31	$17k	124	137.62
2024-09-30	$16k	124	130.73

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Proshares Tr Bitcoin Etf (BITO)

Eagle Pt Cr (ECC)

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Fs Kkr Capital Corp (FSK)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)

Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

First Tr Exchange-traded First Tr Enh New (FTSM)

Cion Invt Corp (CION)

Viper Energy Cl A (VNOM)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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