iShares Russell Midcap Growth Idx. shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares Russell Midcap Growth Idx.
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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 12k | 104.46 |
| 2023-09-30 | $1.1M | 12k | 91.35 |
| 2023-06-30 | $1.3M | 13k | 96.63 |
| 2023-03-31 | $1.3M | 14k | 91.05 |
| 2022-12-31 | $1.2M | 15k | 83.60 |
| 2022-09-30 | $1.3M | 16k | 78.44 |
| 2022-06-30 | $1.3M | 17k | 79.19 |
| 2022-03-31 | $1.6M | 16k | 100.47 |
| 2021-12-31 | $1.2M | 10k | 115.25 |
| 2021-09-30 | $1.1M | 10k | 112.09 |
| 2021-06-30 | $1.0M | 9.1k | 113.15 |
| 2021-03-31 | $890k | 8.7k | 102.06 |
| 2020-12-31 | $224k | 2.2k | 102.56 |
Top funds holding iShares Russell Midcap Growth Idx.
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