Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Stephen J. Garry & Associates »

iShares Russell Midcap Growth Idx. shares owned by Stephen J. Garry & Associates

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Stephen J. Garry & Associates from 13F filings

Historical chart of Stephen J. Garry & Associates 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 Stephen J. Garry & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Stephen J. Garry & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$312k	2.2k	142.41
2025-06-30	$303k	2.2k	138.68
2025-03-31	$257k	2.2k	117.49
2024-09-30	$257k	2.2k	117.29
2024-06-30	$241k	2.2k	110.35
2024-03-31	$250k	2.2k	114.14
2023-12-31	$229k	2.2k	104.46

More positions owned by Stephen J. Garry & Associates

Vanguard Index Fds Growth Etf (VUG)

Ishares Gold Tr Ishares New (IAU)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Bd Index Fds Intermed Term (BIV)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Index Fds Value Etf (VTV)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Index Fds Sml Cp Grw Etf (VBK)

Vanguard Admiral Fds Midcp 400 Grth (IVOG)

Ishares Tr Rus 2000 Grw Etf (IWO)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Ishares Tr 1 3 Yr Treas Bd (SHY)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Ishares Tr National Mun Etf (MUB)

View all positions for Stephen J. Garry & Associates

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley

Jones Financial Companies, L.L

Envestnet Asset Management

Wells Fargo & Company

First Command Advisory Services

Ameriprise Financial

LPL Financial

Pnc Financial Services

Tiaa Trust, National Association

Commonwealth Equity Services

UBS Group

Cassaday & Co Wealth Management

Vantagepoint Investment Advisers

Envestnet Portfolio Solutions

First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z