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iShares Russell Midcap Growth Idx. shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.5M 91k 104.46
2023-09-30 $8.3M 91k 91.35
2023-06-30 $9.0M 8.5k 1059.33
2023-03-31 $6.0M 27k 226.82
2022-12-31 $9.1M 109k 83.60
2022-09-30 $8.1M 104k 78.43
2022-06-30 $12M 148k 79.22
2022-03-31 $13M 126k 100.50
2021-12-31 $13M 108k 115.22
2021-09-30 $12M 11k 1157.14
2021-06-30 $13M 117k 113.20
2021-03-31 $13M 123k 102.06
2020-12-31 $12M 121k 102.65
2020-09-30 $11M 61k 172.88
2020-06-30 $11M 66k 158.12
2020-03-31 $9.4M 77k 121.59
2019-12-31 $15M 95k 152.58
2019-09-30 $11M 80k 141.35
2019-06-30 $12M 81k 142.59
2019-03-31 $74M 547k 135.67
2018-12-31 $60M 523k 113.71
2018-09-30 $1.4M 10k 135.63
2018-06-30 $1.4M 11k 126.69
2018-03-31 $1.3M 11k 122.91
2017-12-31 $2.1M 17k 120.62
2017-09-30 $571k 5.0k 113.16
2017-06-30 $479k 4.4k 107.98
2017-03-31 $571k 5.5k 103.80
2016-12-31 $1.2M 15k 79.58
2016-09-30 $377k 3.9k 97.47
2016-03-31 $443k 4.8k 92.14
2015-12-31 $7.4M 81k 91.92
2015-09-30 $690k 7.8k 88.67
2015-06-30 $790k 8.2k 96.85
2015-03-31 $757k 7.7k 97.93
2014-12-31 $1.2M 13k 93.24
2014-09-30 $274k 3.1k 88.39
2014-06-30 $271k 3.0k 89.59
2014-03-31 $381k 4.4k 85.77
2013-12-31 $405k 4.8k 84.34
2013-09-30 $361k 4.6k 78.19

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding iShares Russell Midcap Growth Idx.

Morgan Stanley
Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Commonwealth Equity Services
Pnc Financial Services
Ameriprise Financial
UBS Group
Envestnet Asset Management
Cassaday & Co Wealth Management
Commerce Bank N A
LPL Financial
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.