iShares S&P MidCap 400 Growth shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 18k | 91.25 |
| 2023-12-31 | $1.5M | 19k | 79.22 |
| 2023-09-30 | $1.4M | 20k | 72.24 |
| 2023-06-30 | $1.6M | 21k | 75.00 |
| 2023-03-31 | $1.5M | 21k | 71.51 |
| 2022-12-31 | $1.4M | 21k | 68.30 |
| 2022-09-30 | $1.1M | 17k | 63.00 |
| 2022-06-30 | $768k | 12k | 63.72 |
| 2022-03-31 | $342k | 4.4k | 77.25 |
| 2019-12-31 | $42k | 220 | 190.91 |
| 2019-03-31 | $42k | 220 | 190.91 |
| 2018-12-31 | $42k | 220 | 190.91 |
Top funds holding iShares S&P MidCap 400 Growth
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