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iShares Russell Midcap Growth Idx. shares owned by River Wealth Advisors

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

Historical chart of River Wealth 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 River Wealth 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 River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 1.5k 136.94
2018-12-31 $12k 105 114.29
2018-09-30 $21k 155 135.48
2018-06-30 $20k 155 129.03

More positions owned by River Wealth Advisors

Apple (AAPL)
Ishares Tr Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Sml Cap Eqt (SMLF)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Series Trust State Street Spd (CWB)
Amazon (AMZN)
Visa Com Cl A (V)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for River Wealth Advisors

Top funds holding iShares Russell Midcap Growth Idx.

Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
First Command Advisory Services
Ameriprise Financial
LPL Financial
Pnc Financial Services
Tiaa Trust, National Association
UBS Group
Commonwealth Equity Services
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A

View all funds holding iShares Russell Midcap Growth Idx.