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iShares Russell Midcap Growth Idx. shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 25k 142.41
2025-06-30 $3.5M 25k 138.68
2025-03-31 $2.4M 21k 117.49
2024-12-31 $2.7M 21k 126.75
2024-09-30 $2.6M 22k 117.29
2024-06-30 $2.5M 23k 110.35
2024-03-31 $2.8M 24k 114.14
2023-12-31 $3.3M 32k 104.46
2023-09-30 $5.6M 62k 91.35
2023-06-30 $5.9M 61k 96.63
2023-03-31 $5.7M 63k 91.05
2022-12-31 $5.4M 64k 83.60
2022-09-30 $5.0M 64k 78.43
2022-06-30 $5.3M 68k 79.21
2022-03-31 $6.8M 68k 100.50
2021-12-31 $8.1M 70k 115.22
2021-09-30 $7.2M 64k 112.08
2021-06-30 $7.2M 63k 113.21
2021-03-31 $6.5M 63k 102.06
2020-12-31 $6.8M 66k 102.65
2020-09-30 $6.3M 36k 172.86
2020-06-30 $5.5M 35k 158.11
2020-03-31 $2.6M 21k 121.58
2019-12-31 $12M 79k 152.58
2019-09-30 $8.2M 58k 141.35
2019-06-30 $5.4M 38k 142.60
2019-03-31 $12M 91k 135.67
2018-12-31 $8.0M 70k 113.70
2018-09-30 $12M 88k 135.59
2018-06-30 $13M 105k 126.73
2018-03-31 $12M 98k 122.95
2017-12-31 $11M 90k 121.34
2017-09-30 $7.9M 70k 113.19
2017-06-30 $7.0M 65k 108.08
2017-03-31 $1.2M 12k 103.77
2016-12-31 $4.2M 43k 97.38
2016-09-30 $921k 9.5k 97.41
2016-06-30 $1.2M 13k 93.98
2016-03-31 $3.9M 42k 92.16
2015-12-31 $1.3M 14k 91.93
2015-09-30 $1.8M 21k 88.61
2015-06-30 $3.6M 37k 96.84
2015-03-31 $2.8M 29k 97.24
2014-12-31 $2.1M 22k 93.25
2014-09-30 $1.4M 16k 88.38
2014-06-30 $1.4M 16k 89.57
2014-03-31 $811k 9.5k 85.80
2013-12-31 $812k 9.6k 84.41
2013-09-30 $477k 6.1k 78.12
2013-06-30 $724k 10k 71.75
2013-03-31 $731k 11k 69.87
2012-12-31 $591k 9.4k 62.83
2012-09-30 $422k 6.8k 62.22
2012-06-30 $553k 9.3k 59.15
2011-12-31 $486k 8.8k 55.00
2011-09-30 $342k 6.9k 49.67
2011-03-31 $1.3M 22k 60.92
2010-12-31 $880k 16k 56.60

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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
LPL Financial
Tiaa Trust, National Association
Commonwealth Equity Services
UBS Group
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.