Polaris Wealth Advisers »

iShares Russell Midcap Growth Idx. shares owned by Polaris Wealth Advisers

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

Historical chart of Polaris Wealth Advisers 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 Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-03-31 $6.6M 73k 91.05
2022-12-31 $6.6M 76k 87.23
2022-09-30 $6.2M 77k 79.58
2022-06-30 $6.1M 76k 79.22
2022-03-31 $7.7M 78k 98.61
2021-12-31 $9.1M 79k 115.22
2021-09-30 $9.1M 80k 113.81
2021-06-30 $9.2M 81k 113.25
2021-03-31 $9.0M 85k 106.35
2020-12-31 $9.3M 93k 99.73
2020-09-30 $22M 126k 177.04
2020-06-30 $27M 171k 159.69
2020-03-31 $14M 117k 121.59
2019-12-31 $36M 223k 158.89
2019-09-30 $29M 208k 137.59
2019-06-30 $31M 215k 143.84
2019-03-31 $38M 278k 137.41
2018-12-31 $24M 210k 113.71
2018-09-30 $29M 214k 135.58
2018-06-30 $43M 346k 122.95
2018-03-31 $43M 347k 122.95
2017-12-31 $43M 357k 120.64
2017-09-30 $38M 336k 113.19
2017-06-30 $29M 271k 108.07
2017-03-31 $28M 266k 103.76
2016-12-31 $26M 271k 97.39
2016-09-30 $27M 276k 97.37
2016-06-30 $27M 287k 93.58
2016-03-31 $27M 296k 92.16
2015-12-31 $37M 403k 91.92
2015-09-30 $17M 197k 88.61
2015-06-30 $32M 329k 96.85
2015-03-31 $46M 465k 97.93
2014-12-31 $47M 506k 93.23
2014-09-30 $21M 234k 88.35
2014-06-30 $22M 242k 89.56
2014-03-31 $52M 603k 85.80
2013-12-31 $50M 591k 84.36
2013-09-30 $24M 300k 78.20
2013-06-30 $21M 293k 71.75

More positions owned by Polaris Wealth Advisers

Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

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
Commerce Bank N A
Cassaday & Co Wealth Management
Us Bancorp
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
GLOBALT Investments LLC / GA

View all funds holding iShares Russell Midcap Growth Idx.