SOA Wealth Advisors »

iShares Russell Midcap Growth Idx. shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth 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 SOA Wealth Advisors 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $165k 1.4k 117.29
2024-06-30 $155k 1.4k 110.36
2024-03-31 $160k 1.4k 114.11
2023-12-31 $147k 1.4k 104.46
2023-09-30 $128k 1.4k 91.34
2023-06-30 $136k 1.4k 96.62
2023-03-31 $128k 1.4k 91.07
2022-12-31 $117k 1.4k 83.62
2022-09-30 $109k 1.4k 77.97
2022-06-30 $110k 1.4k 78.68
2022-03-31 $140k 1.4k 100.21
2021-12-31 $163k 1.4k 115.11
2021-09-30 $160k 1.4k 111.50
2021-06-30 $71k 635 111.81
2021-03-31 $64k 635 100.79
2020-12-31 $69k 635 108.66