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iShares Russell Midcap Growth Idx. shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset 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 Occidental Asset 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 Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 90k 114.14
2023-12-31 $9.3M 89k 104.46
2023-09-30 $8.0M 88k 91.35
2023-06-30 $6.6M 69k 96.63
2023-03-31 $5.6M 62k 91.05
2022-12-31 $5.1M 62k 83.60
2022-09-30 $4.9M 62k 78.42
2022-06-30 $5.0M 64k 79.23
2022-03-31 $6.6M 65k 100.50
2021-12-31 $9.1M 79k 115.22
2021-09-30 $8.8M 78k 112.07
2021-06-30 $8.7M 77k 113.20
2021-03-31 $7.6M 74k 102.06
2020-12-31 $7.3M 71k 102.65
2020-09-30 $5.6M 32k 172.87
2020-06-30 $5.1M 32k 158.12
2020-03-31 $4.0M 33k 121.60
2019-12-31 $3.8M 25k 152.60
2019-09-30 $3.5M 25k 141.36
2019-06-30 $3.5M 24k 142.58
2019-03-31 $3.5M 26k 135.67
2018-12-31 $2.8M 24k 113.71
2018-09-30 $3.3M 24k 135.57
2018-06-30 $5.5M 44k 126.72
2018-03-31 $5.5M 45k 122.94
2017-12-31 $5.4M 45k 120.64
2017-09-30 $5.1M 45k 113.19
2017-06-30 $4.9M 45k 108.06
2017-03-31 $4.6M 44k 103.76
2016-12-31 $5.1M 53k 97.40
2016-09-30 $4.0M 41k 97.37
2016-06-30 $3.1M 33k 93.57
2016-03-31 $4.3M 47k 92.15
2015-12-31 $4.2M 45k 91.92
2015-09-30 $2.8M 32k 88.62
2015-06-30 $2.9M 30k 96.85
2015-03-31 $2.8M 28k 97.92
2014-12-31 $811k 8.8k 92.27
2014-09-30 $783k 8.9k 88.34
2014-06-30 $828k 9.2k 89.53
2014-03-31 $651k 7.6k 85.82

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

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.