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iShares Russell Midcap Growth Idx. shares owned by Valued Retirements

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

Historical chart of Valued Retirements 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 Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2024-09-30 $830k 7.1k 117.29
2024-06-30 $731k 6.6k 110.35
2024-03-31 $312k 2.7k 114.12
2023-12-31 $285k 2.7k 104.47

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Microsoft Corporation (MSFT)
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View all positions for Valued Retirements

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Tiaa Trust, National Association
Pnc Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Us Bancorp
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell Midcap Growth Idx.