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iShares Russell Midcap Growth Idx. shares owned by Novak Financial Planning

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

Historical chart of Novak 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 Novak Financial Planning 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 Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $563k 5.0k 113.30
2021-03-31 $370k 3.6k 102.13
2020-12-31 $315k 3.1k 102.54

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding iShares Russell Midcap Growth Idx.

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

View all funds holding iShares Russell Midcap Growth Idx.