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iShares S&P MidCap 400 Growth shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 19k 72.24
2023-03-31 $556k 7.8k 71.51
2022-12-31 $602k 8.8k 68.30
2022-09-30 $318k 5.1k 62.88
2022-06-30 $194k 3.0k 63.82
2022-03-31 $209k 2.7k 77.15
2021-12-31 $307k 3.6k 85.11
2020-12-31 $105k 1.5k 71.97
2018-12-31 $613k 3.2k 191.32
2018-09-30 $713k 3.1k 232.93

More positions owned by Belpointe Asset Management

Apple (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Badger Meter (BMI)
Collaborative Investmnt Ser Etf (RSEE)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Spdr Ser Tr Etf (SPLG)
Belpointe Prep Etf (OZ)
Facebook Inc cl a (META)
Ishares Tr Etf (IVV)
Spdr Series Trust Spdr Bloomberg 1 3 Month T Bill Etf Etf (BIL)

View all positions for Belpointe Asset Management

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
Main Management
Midland Wealth Advisors
MAI Wealth Advisors
Commonwealth Equity Services
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth