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iShares Russell Midcap Growth Idx. shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 105k 104.46
2023-09-30 $9.6M 106k 91.35
2023-06-30 $10M 106k 96.63
2023-03-31 $9.8M 108k 91.05
2022-12-31 $9.6M 109k 88.32

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Cardinal Health (CAH)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Prudential Financial (PRU)
Wal-Mart Stores (WMT)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Pepsi (PEP)

View all positions for LMG Wealth Partners

Top funds holding iShares Russell Midcap Growth Idx.

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
UBS Group
Commerce Bank N A
Cassaday & Co Wealth Management
Us Bancorp
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
GLOBALT Investments LLC / GA

View all funds holding iShares Russell Midcap Growth Idx.