Shared Vision Wealth Group »

iShares Russell Midcap Growth Idx. shares owned by Shared Vision Wealth Group

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

Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Shared Vision Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 2.0k 117.29
2024-06-30 $222k 2.0k 110.35
2024-03-31 $229k 2.0k 114.14
2023-12-31 $210k 2.0k 104.46

More positions owned by Shared Vision Wealth Group

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Shared Vision Wealth Group

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Tiaa Trust, National Association
Pnc Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Us Bancorp
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell Midcap Growth Idx.