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

Theory Financial »

iShares Russell Midcap Growth Idx. shares owned by Theory Financial

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

Historical chart of Theory Financial 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 Theory Financial 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 Theory Financial

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$209k	1.5k	142.59
2025-06-30	$207k	1.5k	141.42
2024-03-31	$211k	1.8k	114.14

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)

Select Sector Spdr Tr Communication (XLC)

Vanguard World Financials Etf (VFH)

Ishares Tr Mbs Etf (MBB)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Dbx Etf Tr Xtrack Usd High (HYLB)

Schwab Strategic Tr Us Tips Etf (SCHP)

Tidal Trust I Fundstrat Granny (GRNY)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

Blackrock Etf Trust Ishares Us Equit (DYNF)

Wisdomtree Tr Us Midcap Fund (EZM)

Spdr Series Trust Portfolio S&p500 (SPLG)

Ishares Tr S&p 500 Grwt Etf (IVW)

Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Theory Financial

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