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

Talon Private Wealth »

iShares Russell Midcap Growth Idx. shares owned by Talon Private Wealth

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

Historical chart of Talon Private 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 Talon Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Talon Private Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$66k	476	138.68
2024-12-31	$30k	238	126.75
2024-09-30	$28k	238	117.29

More positions owned by Talon Private Wealth

Bny Mellon Etf Trust Core Bond Etf (BKAG)

Etf Ser Solutions Aptus Defined (DRSK)

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

Innovator Etfs Trust Us Eqty Ultra B (UDEC)

Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)

Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)

Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)

Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)

Ishares Tr Mbs Etf (MBB)

Spdr Series Trust Portfolio S&p500 (SPLG)

Ishares Tr 0-3 Mnth Treasry (SGOV)

Etf Ser Solutions Aptus Enhanced (JUCY)

Ishares Tr 0-5 Yr Tips Etf (STIP)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

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

Pnc Financial Services

Tiaa Trust, National Association

Commonwealth Equity Services

Cassaday & Co Wealth Management

Vantagepoint Investment Advisers

Envestnet Portfolio Solutions

First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

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