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iShares Russell Midcap Growth Idx. shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management 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 Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 9.9k 117.29
2024-06-30 $1.1M 9.9k 110.35
2024-03-31 $1.2M 10k 114.14
2023-12-31 $1.0M 9.7k 104.46
2023-09-30 $880k 9.6k 91.35
2023-06-30 $994k 10k 96.63
2023-03-31 $928k 10k 91.05
2022-12-31 $852k 10k 83.60
2022-09-30 $800k 10k 78.46
2022-06-30 $807k 10k 79.18
2022-03-31 $1.1M 11k 100.43
2021-12-31 $1.2M 10k 115.22
2021-09-30 $1.1M 10k 112.03
2021-06-30 $1.1M 10k 113.25
2021-03-31 $1.0M 10k 102.10
2020-12-31 $991k 9.7k 102.62
2020-09-30 $812k 4.7k 172.80
2020-06-30 $743k 4.7k 158.15
2020-03-31 $581k 4.8k 121.60
2019-12-31 $746k 4.9k 152.62
2019-09-30 $691k 4.9k 141.40
2019-06-30 $671k 4.7k 142.64
2019-03-31 $515k 3.8k 135.70
2018-12-31 $432k 3.8k 113.83
2018-09-30 $701k 5.2k 135.62
2018-06-30 $655k 5.2k 126.72
2018-03-31 $393k 3.2k 123.00
2017-12-31 $385k 3.2k 120.50
2017-09-30 $340k 3.0k 113.33
2017-06-30 $324k 3.0k 108.00
2017-03-31 $311k 3.0k 103.67
2016-12-31 $292k 3.0k 97.33

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Tiaa Trust, National Association
Pnc Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Us Bancorp
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell Midcap Growth Idx.