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iShares Russell Midcap Growth Idx. shares owned by Taylor, Cottrill, Erickson & Associates

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Taylor, Cottrill, Erickson & Associates from 13F filings

Historical chart of Taylor, Cottrill, Erickson & Associates investment in iShares Russell Midcap Growth Idx.

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All positions including iShares Russell Midcap Growth Idx. held by Taylor, Cottrill, Erickson & Associates 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 Taylor, Cottrill, Erickson & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 99k 104.46
2023-09-30 $9.1M 99k 91.35
2023-06-30 $9.9M 102k 96.63
2023-03-31 $10M 112k 91.05
2022-12-31 $9.4M 112k 83.60
2022-09-30 $9.1M 116k 78.43
2022-06-30 $9.1M 115k 79.22
2022-03-31 $12M 116k 100.50
2021-12-31 $13M 115k 115.22
2021-09-30 $14M 120k 112.07
2021-06-30 $14M 127k 113.20
2021-03-31 $13M 128k 102.06
2020-12-31 $15M 146k 102.65
2020-09-30 $13M 74k 172.87
2020-06-30 $10M 65k 158.12
2020-03-31 $7.1M 58k 121.59
2019-12-31 $9.0M 59k 152.58
2019-09-30 $8.4M 59k 141.35
2019-06-30 $8.3M 58k 142.59
2019-03-31 $8.0M 59k 135.67
2018-12-31 $6.9M 61k 113.71
2018-09-30 $8.2M 61k 135.58
2018-06-30 $15M 122k 126.73
2018-03-31 $7.5M 61k 122.95
2017-12-31 $7.5M 62k 120.64
2017-09-30 $7.1M 63k 113.19
2017-06-30 $6.8M 63k 108.07
2017-03-31 $6.5M 63k 103.77
2016-12-31 $7.4M 76k 97.39
2016-09-30 $7.8M 80k 97.37
2016-06-30 $8.0M 85k 93.58
2014-03-31 $8.0M 87k 92.16

More positions owned by Taylor, Cottrill, Erickson & Associates

Berkshire Hathaway Cl B Class B (BRK.B)
Vanguard Small Cap Common (VB)
iShares Tr Russell 1000 Growth Common (IWF)
Vanguard Growth Common (VUG)
Schwab US Div Equity Common (SCHD)
Vanguard Div Appreciation Common (VIG)
Vanguard Value Common (VTV)
Vanguard Mid Cap Common (VO)
Vanguard FTSE Developed Mkts Common (VEA)
Vanguard Corp Bond Short Term Common (VCSH)
iShares Russell Midcap Growth Common (IWP)
Vanguard Sh-Term Inf Common (VTIP)
1/100 Berkshire Htwy Cla Class A
Vanguard Small Cap Value Common (VBR)
iShares Tr Msci Eafe Common (EFA)

View all positions for Taylor, Cottrill, Erickson & Associates

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.