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iShares Russell Midcap Growth Idx. shares owned by Truepoint

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

Historical chart of Truepoint 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 Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2024-03-31 $29M 251k 114.14
2023-12-31 $27M 258k 104.46
2023-09-30 $23M 247k 91.35
2023-06-30 $24M 249k 96.63
2023-03-31 $23M 253k 91.05
2022-12-31 $22M 257k 83.60
2022-09-30 $22M 285k 78.43
2022-06-30 $28M 349k 79.22
2022-03-31 $30M 302k 100.50
2021-12-31 $25M 218k 115.22
2021-09-30 $25M 218k 112.07
2021-06-30 $25M 220k 113.20
2021-03-31 $23M 222k 102.06
2020-12-31 $23M 227k 102.65
2020-09-30 $21M 119k 172.87
2020-06-30 $19M 122k 158.12
2020-03-31 $16M 133k 121.59
2019-12-31 $8.6M 56k 152.58
2019-09-30 $8.3M 59k 141.34
2019-06-30 $8.4M 59k 142.59
2019-03-31 $8.3M 61k 135.67
2018-12-31 $6.3M 55k 113.71
2018-09-30 $5.1M 37k 135.58
2018-06-30 $4.8M 38k 126.73
2018-03-31 $39k 4.8k 8.13
2017-12-31 $4.8M 40k 120.63
2017-09-30 $4.5M 4.5M 1.00
2017-06-30 $4.4M 40k 109.13
2017-03-31 $4.3M 41k 103.77
2016-12-31 $4.2M 41k 101.64
2016-09-30 $4.3M 44k 97.38
2016-06-30 $4.1M 44k 93.58
2016-03-31 $4.1M 45k 92.17
2015-12-31 $1.1M 12k 91.94
2015-09-30 $1.6M 18k 88.59
2015-06-30 $787k 8.1k 96.80
2015-03-31 $1.4M 15k 97.92
2014-12-31 $759k 8.1k 93.29
2014-09-30 $718k 8.1k 88.31
2014-06-30 $749k 8.4k 89.56
2014-03-31 $654k 7.6k 85.77
2013-12-31 $785k 9.3k 84.35
2013-09-30 $1.6M 21k 78.20

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

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.