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iShares Russell Midcap Growth Idx. shares owned by Sequent Asset Management

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Sequent Asset Management from 13F filings

Historical chart of Sequent Asset Management 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 Sequent Asset Management 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 Sequent Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 67k 114.14
2023-12-31 $7.0M 67k 104.46
2023-09-30 $6.1M 67k 91.35
2023-06-30 $6.5M 67k 96.63
2023-03-31 $6.1M 67k 91.04
2022-12-31 $5.6M 67k 83.60
2022-09-30 $5.3M 67k 78.43
2022-06-30 $5.3M 67k 79.22
2022-03-31 $6.8M 67k 100.51
2021-12-31 $7.8M 67k 115.23
2021-09-30 $7.5M 67k 112.08
2021-06-30 $7.6M 67k 113.21
2021-03-31 $6.9M 67k 102.06
2020-12-31 $6.9M 67k 102.64
2020-09-30 $5.8M 34k 172.88
2020-06-30 $5.3M 34k 158.11
2020-03-31 $4.7M 39k 121.60
2019-12-31 $5.9M 39k 152.59
2019-09-30 $5.5M 39k 141.36
2019-06-30 $5.5M 39k 142.60
2019-03-31 $5.3M 39k 135.68
2018-12-31 $4.4M 39k 113.71
2018-09-30 $5.3M 39k 135.57
2018-06-30 $4.9M 39k 126.72
2018-03-31 $4.0M 39k 103.75
2017-12-31 $4.7M 39k 120.64
2017-09-30 $4.4M 39k 113.19
2017-06-30 $4.2M 39k 108.06
2017-03-31 $4.0M 39k 103.77
2016-12-31 $3.8M 39k 97.38
2016-09-30 $3.8M 39k 97.36
2016-06-30 $3.6M 39k 93.58
2016-03-31 $3.6M 39k 92.15
2015-12-31 $3.6M 39k 91.91
2015-09-30 $3.5M 39k 88.60
2015-06-30 $3.8M 39k 96.84
2015-03-31 $3.8M 39k 97.92
2014-12-31 $3.6M 39k 93.25
2014-09-30 $3.4M 39k 88.35
2014-06-30 $3.5M 39k 89.55
2014-03-31 $3.3M 39k 85.78
2013-12-31 $3.3M 39k 84.38
2013-09-30 $3.0M 39k 78.12
2013-06-30 $69k 960 71.88

More positions owned by Sequent Asset Management

Fidelity Tr 500 Index Ins Prem MF (FXAIX)
Select Sector SPDR Tr Technolo Ui (XLK)
Schlumberger (SLB)
DFA US Small Cap Value MF (DFSVX)
SPDR S&P 500 Growth Ui (SPYG)
iShares Rus Mid Cap Growth ETF Ui (IWP)
Vanguard S&P 500 ETF Ui (VOO)
iShares Rus 2000 Growth ETF Ui (IWO)
Fidelity Adv Advisor Intl Z MF (FIDZX)
iShares Min Vol USA ETF Ui (USMV)
Amazon (AMZN)
iShares S&P 500 Val ETF Ui (IVE)
SPDR S&P 500 ETF Tr Ui (SPY)
American Century ETF Tr US Sma Ui (AVUV)
Fidelity Quality Fctor ETF Ui (FQAL)

View all positions for Sequent Asset Management

Top funds holding iShares Russell Midcap Growth Idx.

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
UBS Group
Cassaday & Co Wealth Management
Commerce Bank N A
Us Bancorp
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
Branch Banking & Trust Company

View all funds holding iShares Russell Midcap Growth Idx.