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iShares Russell Midcap Growth Idx. shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment 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 Roehl & Yi Investment 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $403k 3.1k 128.12
2025-09-30 $448k 3.1k 142.41
2025-06-30 $436k 3.1k 138.68
2025-03-31 $369k 3.1k 117.49
2024-12-31 $413k 3.3k 126.75