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Values Added Financial »

iShares Russell Midcap Growth Idx. shares owned by Values Added Financial

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

Historical chart of Values Added 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 Values Added 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 Values Added Financial

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$525k	4.6k	114.14
2023-12-31	$481k	4.6k	104.46
2023-09-30	$421k	4.6k	91.35
2023-06-30	$445k	4.6k	96.63

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Spdr Ser Tr Portfoli S&p1500 (SPTM)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Vanguard Index Fds Extend Mkt Etf (VXF)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding iShares Russell Midcap Growth Idx.

Tiaa Trust, National Association

Bank of America Corporation

Wells Fargo & Company

Commonwealth Equity Services

Pnc Financial Services

Cassaday & Co Wealth Management

Commerce Bank N A

Envestnet Portfolio Solutions

First Citizens Bank & Trust

Goldman Sachs Group

Branch Banking & Trust Company

GLOBALT Investments LLC / GA

View all funds holding iShares Russell Midcap Growth Idx.

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