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iShares Russell Midcap Growth Idx. shares owned by Ullmann Financial

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

Historical chart of Ullmann 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 Ullmann Financial 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 Ullmann Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $517k 3.6k 142.41
2025-06-30 $504k 3.6k 138.67
2025-03-31 $427k 3.6k 117.50
2024-12-31 $460k 3.6k 126.75
2024-09-30 $426k 3.6k 117.31
2024-03-31 $414k 3.6k 114.12
2023-12-31 $379k 3.6k 104.46
2023-09-30 $331k 3.6k 91.34
2023-06-30 $350k 3.6k 96.62
2023-03-31 $330k 3.6k 91.06
2022-12-31 $303k 3.6k 83.60
2022-09-30 $284k 3.6k 78.52
2022-06-30 $286k 3.6k 79.18
2022-03-31 $363k 3.6k 100.50
2021-12-31 $416k 3.6k 115.17
2021-09-30 $466k 4.2k 112.13
2021-06-30 $470k 4.2k 113.09
2021-03-31 $424k 4.2k 102.02
2020-12-31 $427k 4.2k 102.74
2020-09-30 $359k 2.1k 172.76
2020-06-30 $329k 2.1k 158.33
2020-03-31 $252k 2.1k 121.27
2019-12-31 $317k 2.1k 152.55
2019-09-30 $294k 2.1k 141.48
2019-06-30 $296k 2.1k 142.44
2019-03-31 $282k 2.1k 135.71
2018-12-31 $236k 2.1k 113.57
2018-09-30 $290k 2.1k 135.58
2018-06-30 $271k 2.1k 126.69
2018-03-31 $256k 2.1k 119.68
2017-12-31 $274k 2.3k 120.60
2017-09-30 $307k 3.2k 97.31
2017-06-30 $497k 4.6k 108.02
2017-03-31 $477k 4.6k 103.67
2016-12-31 $632k 6.2k 101.23

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Core Msci Total (IXUS)
Ishares U S Etf Tr Short Maturity M (MEAR)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Ullmann Financial

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
First Command Advisory Services
Ameriprise Financial
LPL Financial
Pnc Financial Services
Tiaa Trust, National Association
Commonwealth Equity Services
UBS Group
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Envestnet Portfolio Solutions
First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.