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iShares Russell Midcap Growth Idx. shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 18k 114.14
2023-12-31 $1.8M 17k 104.46
2023-09-30 $1.1M 12k 91.35
2023-06-30 $1.1M 12k 96.63
2023-03-31 $867k 9.5k 91.05
2022-12-31 $699k 8.4k 83.60

More positions owned by Olistico Wealth

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Alliant Energy Corporation (LNT)

View all positions for Olistico Wealth

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
Envestnet Asset Management
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
FMR
Goldman Sachs Group

View all funds holding iShares Russell Midcap Growth Idx.