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iShares Russell Midcap Growth Idx. shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors 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 Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 15k 142.41
2025-06-30 $2.1M 15k 138.68
2025-03-31 $1.7M 15k 117.49
2024-12-31 $1.8M 14k 126.75
2024-09-30 $1.7M 14k 117.29
2024-06-30 $1.5M 14k 110.35
2024-03-31 $1.5M 14k 108.49
2023-12-31 $1.4M 13k 104.46
2023-09-30 $1.2M 13k 91.35
2023-06-30 $302k 3.1k 96.63
2023-03-31 $338k 3.7k 91.04
2022-12-31 $292k 3.5k 83.60
2022-09-30 $545k 7.0k 78.42
2022-06-30 $550k 6.9k 79.17
2022-03-31 $737k 7.3k 100.53
2021-12-31 $788k 6.8k 115.27
2021-09-30 $752k 6.7k 112.12
2021-06-30 $798k 7.0k 113.21
2021-03-31 $311k 3.0k 102.03
2020-12-31 $434k 4.2k 102.53
2020-09-30 $336k 1.9k 172.93
2020-06-30 $325k 2.1k 158.00
2020-03-31 $271k 2.1k 131.75
2019-12-31 $272k 1.8k 152.38
2019-09-30 $252k 1.8k 141.18
2019-06-30 $263k 1.8k 142.55
2019-03-31 $250k 1.8k 135.50
2018-12-31 $163k 1.4k 113.59
2018-09-30 $155k 1.3k 122.14
2018-06-30 $131k 1.0k 130.74
2018-03-31 $97k 791 122.63
2017-12-31 $95k 791 120.10
2017-09-30 $89k 791 112.52

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Prologis Share Beneficial Int Reit (PLD)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)

View all positions for Valeo Financial Advisors

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.