iShares Russell Midcap Growth Idx. shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in iShares Russell Midcap Growth Idx.
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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $643k | 5.6k | 114.14 |
| 2023-12-31 | $623k | 6.0k | 104.47 |
| 2023-09-30 | $484k | 5.3k | 91.36 |
| 2023-06-30 | $523k | 5.4k | 96.64 |
| 2023-03-31 | $499k | 5.5k | 91.04 |
| 2022-12-31 | $461k | 5.5k | 83.61 |
| 2022-09-30 | $436k | 5.6k | 78.43 |
| 2022-06-30 | $483k | 6.1k | 79.19 |
| 2022-03-31 | $613k | 6.1k | 100.49 |
| 2021-12-31 | $560k | 4.1k | 135.56 |
| 2021-09-30 | $714k | 6.4k | 112.04 |
| 2021-06-30 | $717k | 6.3k | 113.13 |
| 2021-03-31 | $647k | 6.3k | 102.10 |
| 2020-12-31 | $667k | 6.5k | 102.69 |
| 2020-09-30 | $620k | 3.6k | 172.99 |
| 2020-06-30 | $613k | 3.9k | 158.03 |
| 2020-03-31 | $482k | 4.0k | 121.56 |
| 2019-12-31 | $603k | 4.0k | 152.58 |
| 2019-09-30 | $562k | 4.0k | 141.38 |
| 2019-06-30 | $567k | 4.0k | 142.64 |
| 2019-03-31 | $560k | 4.1k | 135.56 |
| 2018-12-31 | $484k | 4.3k | 113.78 |
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