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iShares Russell Midcap Growth Idx. shares owned by Waddell & Associates

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

Historical chart of Waddell & Associates 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 Waddell & Associates 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 Waddell & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.5k 142.41
2025-06-30 $211k 1.5k 138.68

More positions owned by Waddell & Associates

FedEx Corporation (FDX)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Us S (FNDA)
Global X Fds Adaptive Us (AUSF)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Waddell & Associates

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.