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iShares Russell Midcap Growth Idx. shares owned by Portland Global Advisors

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

Historical chart of Portland Global Advisors 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 Portland Global Advisors 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 Portland Global Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 2.0k 114.14
2021-12-31 $219k 1.9k 115.38
2021-09-30 $213k 1.9k 112.22
2021-06-30 $215k 1.9k 113.28

More positions owned by Portland Global Advisors

Spdr S&p 500 Etf (SPY)
SPDR S&P MidCap 400 ETF (MDY)
iShares S&P MidCap 400 Index (IJH)
iShares S&P 500 Index (IVV)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)
SPDR Barclays Capital Inter Term (SPTI)
Vanguard Sht Term Govt Bond ETF (VGSH)
Spdr Ser Tr shrt trsry etf (SPTS)
Tevogen Bio Hldgs
Vanguard Emerging Markets ETF (VWO)
iShares MSCI EAFE Index Fund (EFA)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Microsoft Corporation (MSFT)
Ishares Tr cmn (STIP)

View all positions for Portland Global Advisors

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
Ameriprise Financial
UBS Group
Envestnet Asset Management
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.