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iShares Russell Midcap Growth Idx. shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors investment in iShares Russell Midcap Growth Idx.

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0013.180007M3.1800075M3.180008M3.1800085M3.180009M25.088k25.0885k25.089k25.0895k25.09k
Value ($)Share countHistorical IWP position of Wealthedge Investment Advisors Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell Midcap Growth Idx. held by Wealthedge Investment 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.2M 25k 126.75

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Wealthedge Investment Advisors

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
Ameriprise Financial
Commonwealth Equity Services
UBS Group
LPL Financial
Cassaday & Co Wealth Management
Envestnet Portfolio Solutions
Commerce Bank N A
First Citizens Bank & Trust
Envestnet Asset Management

View all funds holding iShares Russell Midcap Growth Idx.