iShares Russell Midcap Growth Idx. shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in iShares Russell Midcap Growth Idx.
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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 11k | 114.14 |
| 2023-12-31 | $14M | 136k | 104.46 |
| 2023-09-30 | $12M | 132k | 91.53 |
| 2023-06-30 | $13M | 131k | 96.63 |
| 2023-03-31 | $11M | 124k | 91.05 |
| 2022-12-31 | $8.4M | 101k | 83.60 |
| 2022-09-30 | $7.2M | 92k | 78.43 |
| 2022-06-30 | $7.1M | 90k | 78.65 |
| 2022-03-31 | $8.3M | 83k | 100.50 |
| 2021-12-31 | $8.2M | 71k | 115.23 |
| 2021-09-30 | $6.7M | 60k | 111.56 |
| 2021-06-30 | $6.3M | 56k | 113.20 |
| 2021-03-31 | $4.9M | 49k | 102.05 |
| 2020-12-31 | $3.9M | 38k | 102.66 |
Top funds holding iShares Russell Midcap Growth Idx.
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