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WMS Partners »

iShares Russell Midcap Growth Idx. shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$212k	1.8k	117.32
2024-03-31	$209k	1.8k	114.17
2023-12-31	$211k	2.0k	104.48
2023-09-30	$233k	2.6k	91.37
2023-06-30	$247k	2.6k	96.65

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American Centy Etf Tr Us Eqt Etf (AVUS)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

American Centy Etf Tr Avantis Emgmkt (AVEM)

Vanguard Specialized Funds Div App Etf (VIG)

Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)

Goldman Sachs Etf Tr Activebeta Eme (GEM)

J P Morgan Exchange Traded F Short Dura Core (JSCP)

Ishares Tr Core S&p Scp Etf (IJR)

View all positions for WMS Partners

Top funds holding iShares Russell Midcap Growth Idx.

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Cassaday & Co Wealth Management

Commerce Bank N A

Envestnet Asset Management

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First Citizens Bank & Trust

Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell Midcap Growth Idx.

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