Strategic Wealth Management Group »

iShares Russell Midcap Growth Idx. shares owned by Strategic Wealth Management Group

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

Historical chart of Strategic Wealth Management Group 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 Strategic Wealth Management Group 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 Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $405k 3.6k 113.16
2021-03-31 $322k 3.2k 101.96
2020-12-31 $272k 2.6k 102.76

More positions owned by Strategic Wealth Management Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Fds Consum Stp Etf (VDC)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Msci Usa Multift (LRGF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Chesapeake Utilities Corporation (CPK)
Invesco Exch Trd Slf Idx Bulshs 2021 Hy
Facebook Cl A (META)
T. Rowe Price (TROW)

View all positions for Strategic Wealth Management Group

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.