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iShares Russell Midcap Growth Idx. shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.2M 72k 114.14
2023-12-31 $4.7M 45k 104.46
2023-09-30 $2.3M 25k 91.35
2023-06-30 $3.2M 33k 96.63
2023-03-31 $3.3M 36k 91.05
2022-12-31 $2.1M 26k 83.60

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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
Commerce Bank N A
Cassaday & Co Wealth Management
Us Bancorp
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Advisor Group Holdings
Goldman Sachs Group
Jpmorgan Chase & Co
GLOBALT Investments LLC / GA

View all funds holding iShares Russell Midcap Growth Idx.