Stratos Wealth Partners »

iShares Russell Midcap Growth Idx. shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 61k 142.41
2025-06-30 $7.5M 54k 138.68
2025-03-31 $6.2M 53k 117.49
2024-12-31 $4.9M 39k 126.75
2024-09-30 $4.5M 39k 117.29
2024-06-30 $4.1M 37k 110.35
2024-03-31 $4.2M 37k 114.14
2023-12-31 $4.0M 38k 104.46
2023-09-30 $3.6M 39k 91.35
2023-06-30 $3.6M 38k 96.63
2023-03-31 $3.5M 38k 91.05
2022-12-31 $3.4M 40k 83.60
2022-09-30 $3.2M 41k 78.44
2022-06-30 $3.1M 40k 79.23
2022-03-31 $4.3M 43k 100.49
2021-12-31 $4.0M 35k 115.22
2021-09-30 $3.6M 33k 112.07
2021-06-30 $3.8M 33k 113.20
2021-03-31 $3.2M 32k 102.07
2020-12-31 $3.2M 31k 102.64
2020-09-30 $2.7M 16k 172.84
2020-06-30 $2.7M 17k 158.13
2020-03-31 $1.7M 14k 121.59
2019-12-31 $3.2M 21k 152.58
2019-09-30 $2.9M 20k 141.37
2019-06-30 $2.9M 20k 142.60
2019-03-31 $3.0M 22k 135.66
2018-12-31 $2.2M 20k 113.69
2018-09-30 $2.6M 19k 135.60
2018-06-30 $2.4M 19k 126.73
2018-03-31 $2.4M 20k 122.97
2017-12-31 $2.3M 19k 120.66
2017-09-30 $2.1M 19k 113.21
2017-06-30 $2.0M 18k 108.05
2017-03-31 $1.9M 18k 103.78
2016-12-31 $1.3M 14k 97.41
2016-09-30 $1.2M 12k 97.34
2016-06-30 $1.1M 12k 93.59
2016-03-31 $923k 10k 92.12
2015-12-31 $888k 9.7k 91.88
2015-09-30 $885k 10k 88.55
2015-06-30 $993k 10k 96.86
2015-03-31 $1.1M 11k 97.92
2014-12-31 $1.0M 11k 93.23

More positions owned by Stratos Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Stratos Wealth Partners

Top funds holding iShares Russell Midcap Growth Idx.

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
Commerce Bank N A

View all funds holding iShares Russell Midcap Growth Idx.