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

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

Historical chart of Navigation 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 Navigation 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 Navigation Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $376k 2.6k 142.40
2025-06-30 $246k 1.8k 138.68

More positions owned by Navigation Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg High Y (JNK)
Zacks Trust Earngs Constant (ZECP)
Zacks Trust Small/mid Cap (SMIZ)
Zacks Trust Quality Internat
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Zacks Trust Focus Growth Etf (GROZ)
Ishares Tr Rus Mdcp Val Etf (IWS)

View all positions for Navigation Wealth Management

Top funds holding iShares Russell Midcap Growth Idx.

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

View all funds holding iShares Russell Midcap Growth Idx.