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iShares Russell Midcap Growth Idx. shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma Wealth Management 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 Mascoma Wealth Management 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 168 114.14
2023-12-31 $26k 248 104.46
2023-09-30 $23k 248 91.35
2023-06-30 $24k 248 95.70
2023-03-31 $22k 248 89.74
2022-12-31 $19k 248 76.61
2022-09-30 $19k 248 76.61
2022-06-30 $20k 248 80.65
2022-03-31 $25k 248 100.81
2021-12-31 $29k 248 116.94
2021-09-30 $28k 248 112.90
2021-03-31 $17k 168 101.19
2019-06-30 $6.0k 40 150.00
2019-03-31 $5.0k 40 125.00
2018-12-31 $5.0k 40 125.00
2018-09-30 $5.0k 40 125.00
2018-06-30 $5.0k 40 125.00
2018-03-31 $5.0k 40 125.00
2017-12-31 $5.0k 40 125.00
2017-09-30 $5.0k 40 125.00
2017-06-30 $4.0k 40 100.00
2017-03-31 $4.0k 40 100.00
2016-12-31 $4.0k 40 100.00

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)

View all positions for Mascoma Wealth Management

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.