iShares Russell Midcap Growth Idx. shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in iShares Russell Midcap Growth Idx.
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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 14k | 114.14 |
| 2023-12-31 | $1.4M | 13k | 104.46 |
| 2023-09-30 | $1.2M | 13k | 91.35 |
| 2023-06-30 | $302k | 3.1k | 96.63 |
| 2023-03-31 | $338k | 3.7k | 91.04 |
| 2022-12-31 | $292k | 3.5k | 83.60 |
| 2022-09-30 | $545k | 7.0k | 78.42 |
| 2022-06-30 | $550k | 6.9k | 79.17 |
| 2022-03-31 | $737k | 7.3k | 100.53 |
| 2021-12-31 | $788k | 6.8k | 115.27 |
| 2021-09-30 | $752k | 6.7k | 112.12 |
| 2021-06-30 | $798k | 7.0k | 113.21 |
| 2021-03-31 | $311k | 3.0k | 102.03 |
| 2020-12-31 | $434k | 4.2k | 102.53 |
| 2020-09-30 | $336k | 1.9k | 172.93 |
| 2020-06-30 | $325k | 2.1k | 158.00 |
| 2020-03-31 | $271k | 2.1k | 131.75 |
| 2019-12-31 | $272k | 1.8k | 152.38 |
| 2019-09-30 | $252k | 1.8k | 141.18 |
| 2019-06-30 | $263k | 1.8k | 142.55 |
| 2019-03-31 | $250k | 1.8k | 135.50 |
| 2018-12-31 | $163k | 1.4k | 113.59 |
| 2018-09-30 | $155k | 1.3k | 122.14 |
| 2018-06-30 | $131k | 1.0k | 130.74 |
| 2018-03-31 | $97k | 791 | 122.63 |
| 2017-12-31 | $95k | 791 | 120.10 |
| 2017-09-30 | $89k | 791 | 112.52 |
Top funds holding iShares Russell Midcap Growth Idx.
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