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iShares Russell Midcap Growth Idx. shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 101k 117.32
2024-06-30 $11M 100k 110.35
2024-03-31 $10M 91k 114.14
2023-12-31 $9.5M 91k 104.46

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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.