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iShares Russell Midcap Growth Idx. shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $193k 1.6k 117.29
2024-06-30 $135k 1.2k 110.35
2024-03-31 $254k 2.2k 114.14
2023-12-31 $232k 2.2k 104.46
2023-09-30 $190k 2.1k 91.35
2023-06-30 $201k 2.1k 96.63
2023-03-31 $190k 2.1k 91.05
2022-12-31 $174k 2.1k 83.60
2022-09-30 $163k 2.1k 78.22
2022-06-30 $165k 2.1k 79.17
2022-03-31 $209k 2.1k 100.29
2021-12-31 $240k 2.1k 115.16
2021-09-30 $237k 2.1k 111.85
2021-06-30 $240k 2.1k 112.99
2021-03-31 $217k 2.1k 102.17
2020-12-31 $218k 2.1k 102.64
2020-09-30 $184k 1.1k 173.26
2020-06-30 $93k 585 158.97
2020-03-31 $135k 1.1k 121.37
2019-12-31 $305k 2.0k 155.02
2019-09-30 $280k 2.0k 141.29
2019-06-30 $283k 2.0k 142.66
2019-03-31 $269k 2.0k 135.80
2018-12-31 $226k 2.0k 113.85
2018-09-30 $390k 2.9k 135.51
2018-06-30 $365k 2.9k 126.59
2018-03-31 $351k 2.9k 121.92
2017-12-31 $346k 2.9k 120.22
2017-09-30 $318k 2.9k 110.45
2017-06-30 $311k 2.9k 107.90
2017-03-31 $298k 2.9k 103.65
2016-12-31 $280k 2.9k 97.28
2016-09-30 $200k 2.1k 97.45
2016-06-30 $192k 2.1k 93.53
2015-06-30 $1.7M 19k 89.53
2014-09-30 $1.8M 19k 91.25
2014-06-30 $1.7M 19k 89.53
2014-03-31 $1.4M 17k 85.76
2013-12-31 $2.7M 32k 84.37

More positions owned by Oakworth Capital

Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Builders Firstsource Common Stock (BLDR)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Walmart Common Stock (WMT)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

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.