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iShares Russell Midcap Growth Idx. shares owned by LWM Advisory Services

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services 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 LWM Advisory Services 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 12k 142.41

More positions owned by LWM Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory Services

Top funds holding iShares Russell Midcap Growth Idx.

Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
First Command Advisory Services
LPL Financial
Ameriprise Financial
Pnc Financial Services
Tiaa Trust, National Association
UBS Group
Commonwealth Equity Services
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A

View all funds holding iShares Russell Midcap Growth Idx.