Weinberger Asset Management »

iShares Russell Midcap Growth Idx. shares owned by Weinberger Asset Management

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

Historical chart of Weinberger Asset Management 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 Weinberger Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Weinberger Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0M 37k 136.94
2025-09-30 $5.1M 36k 142.41
2025-06-30 $4.7M 34k 138.68
2025-03-31 $3.9M 33k 117.49

More positions owned by Weinberger Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)
Philip Morris International (PM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Bank of America Corporation (BAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Weinberger Asset Management

Top funds holding iShares Russell Midcap Growth Idx.

Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
First Command Advisory Services
LPL Financial
Ameriprise Financial
Pnc Financial Services
Tiaa Trust, National Association
UBS Group
Commonwealth Equity Services
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A

View all funds holding iShares Russell Midcap Growth Idx.