iShares Russell Midcap Growth Idx. shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 217 | 142.58 |
| 2025-06-30 | $20k | 147 | 138.85 |
| 2025-03-31 | $17k | 147 | 117.64 |
| 2024-12-31 | $13k | 105 | 126.75 |
| 2024-09-30 | $12k | 105 | 117.29 |
| 2024-06-30 | $15k | 133 | 110.35 |
| 2024-03-31 | $15k | 133 | 114.14 |
| 2023-12-31 | $2.9k | 28 | 104.46 |
| 2023-09-30 | $2.6k | 28 | 91.36 |
| 2023-06-30 | $2.7k | 28 | 96.64 |
| 2023-03-31 | $2.5k | 28 | 91.04 |
| 2022-12-31 | $2.3k | 28 | 83.61 |
| 2022-09-30 | $2.0k | 28 | 71.43 |
| 2022-06-30 | $2.0k | 28 | 71.43 |
| 2022-03-31 | $3.0k | 28 | 107.14 |
| 2021-12-31 | $3.0k | 28 | 107.14 |
| 2019-12-31 | $48k | 315 | 152.38 |
| 2019-09-30 | $45k | 315 | 142.86 |
More positions owned by Mark Sheptoff Financial Planning
View all positions for Mark Sheptoff Financial Planning
Top funds holding iShares Russell Midcap Growth Idx.
View all funds holding iShares Russell Midcap Growth Idx.