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iShares Russell Midcap Growth Idx. shares owned by True Wealth Design

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

Historical chart of True Wealth Design 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 True Wealth Design 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 True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-03-31 $90k 700 128.12

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Ea Series Trust Alpha Arch 1-3 (BOXX)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
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Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding iShares Russell Midcap Growth Idx.

Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
First Command Advisory Services
Ameriprise Financial
LPL Financial
Pnc Financial Services
Tiaa Trust, National Association
UBS Group
Commonwealth Equity Services
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.