iShares Russell Midcap Growth Idx. shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell Midcap Growth Idx.
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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $696k | 5.1k | 136.94 |
| 2025-09-30 | $963k | 6.8k | 142.40 |
| 2025-06-30 | $967k | 7.0k | 138.68 |
| 2025-03-31 | $819k | 7.0k | 117.50 |
| 2024-12-31 | $884k | 7.0k | 126.75 |
| 2024-09-30 | $842k | 7.2k | 117.30 |
| 2024-06-30 | $781k | 7.1k | 110.35 |
| 2024-03-31 | $808k | 7.1k | 114.15 |
| 2023-12-31 | $752k | 7.2k | 104.46 |
| 2023-09-30 | $693k | 7.6k | 91.35 |
| 2023-06-30 | $772k | 8.0k | 96.63 |
| 2023-03-31 | $696k | 7.6k | 91.05 |
| 2022-12-31 | $589k | 7.0k | 83.60 |
| 2022-09-30 | $573k | 7.3k | 78.41 |
| 2022-06-30 | $578k | 7.3k | 79.25 |
| 2022-03-31 | $439k | 4.4k | 100.43 |
| 2021-12-31 | $471k | 4.1k | 115.10 |
| 2021-09-30 | $460k | 4.1k | 111.95 |
| 2021-06-30 | $469k | 4.1k | 113.31 |
| 2021-03-31 | $362k | 3.5k | 102.17 |
| 2020-12-31 | $458k | 4.5k | 102.55 |
| 2020-09-30 | $355k | 2.1k | 173.09 |
| 2020-06-30 | $324k | 2.1k | 157.97 |
| 2020-03-31 | $208k | 1.7k | 121.57 |
| 2019-12-31 | $257k | 1.7k | 152.79 |
| 2019-09-30 | $238k | 1.7k | 141.50 |
| 2019-06-30 | $252k | 1.8k | 142.53 |
| 2019-03-31 | $236k | 1.7k | 135.94 |
| 2018-09-30 | $235k | 1.7k | 135.37 |
| 2018-06-30 | $220k | 1.7k | 126.73 |
| 2018-03-31 | $213k | 1.7k | 122.70 |
| 2017-12-31 | $209k | 1.7k | 120.39 |
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