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Proactive Wealth Strategies »

iShares Russell Midcap Growth Idx. shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.4M	9.7k	142.41
2025-06-30	$1.3M	9.7k	138.67
2025-03-31	$1.1M	9.8k	117.50
2024-12-31	$1.2M	9.8k	126.70
2024-09-30	$1.1M	9.7k	117.25

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View all positions for Proactive Wealth Strategies

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley

Jones Financial Companies, L.L

Envestnet Asset Management

Wells Fargo & Company

First Command Advisory Services

Ameriprise Financial

LPL Financial

Pnc Financial Services

Tiaa Trust, National Association

Commonwealth Equity Services

UBS Group

Cassaday & Co Wealth Management

Vantagepoint Investment Advisers

Envestnet Portfolio Solutions

First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.

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