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iShares Russell Midcap Growth Idx. shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 201k 104.46
2023-09-30 $17M 184k 91.35
2023-06-30 $11M 110k 96.63
2023-03-31 $7.0M 77k 91.05
2022-12-31 $5.6M 67k 83.60
2022-09-30 $5.4M 69k 78.44
2022-06-30 $8.4M 106k 79.22
2022-03-31 $4.3M 43k 100.49
2021-12-31 $3.7M 32k 115.25
2021-09-30 $3.8M 34k 112.08
2021-06-30 $7.0M 62k 113.20
2021-03-31 $2.9M 28k 102.06
2020-12-31 $1.5M 14k 102.54
2020-09-30 $878k 5.0k 175.18
2020-06-30 $1.3M 8.3k 159.71
2020-03-31 $1.4M 12k 116.07
2019-12-31 $2.8M 18k 154.13
2019-09-30 $1.4M 10k 141.38
2019-06-30 $1.5M 11k 142.62
2019-03-31 $1.6M 12k 135.63
2018-12-31 $2.1M 19k 113.73
2018-09-30 $549k 4.0k 136.06
2018-06-30 $522k 4.1k 126.79
2018-03-31 $501k 4.2k 119.91
2017-12-31 $588k 4.9k 120.57
2017-09-30 $575k 5.1k 113.17
2017-06-30 $505k 4.7k 108.04
2017-03-31 $491k 4.7k 103.72
2016-12-31 $332k 3.4k 97.39
2016-09-30 $124k 1.3k 93.23
2016-03-31 $382k 4.1k 92.11
2015-12-31 $745k 8.1k 91.91
2015-09-30 $67k 751 89.21
2015-06-30 $475k 13k 36.65
2015-03-31 $37k 381 97.93

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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
Cassaday & Co Wealth Management
Commerce Bank N A
Us Bancorp
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding iShares Russell Midcap Growth Idx.