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iShares S&P MidCap 400 Growth shares owned by Benchmark Wealth Management

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

Historical chart of Benchmark Wealth 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 Benchmark Wealth 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 Benchmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 2.4k 91.25
2022-03-31 $248k 3.2k 77.36
2021-12-31 $273k 3.2k 85.15
2021-09-30 $254k 3.2k 79.23
2021-06-30 $276k 3.4k 81.03
2021-03-31 $267k 3.4k 78.39
2020-12-31 $246k 3.4k 72.23
2020-09-30 $202k 844 239.34
2019-12-31 $201k 844 238.15

More positions owned by Benchmark Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Morningstr Us Eq (ILCB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Benchmark Wealth 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
LPL Financial
Raymond James & Associates
D.A. Davidson & Co.
Main Management
Jpmorgan Chase & Co
Midland Wealth Advisors
MAI Wealth Advisors
Commonwealth Equity Services

View all funds holding iShares S&P MidCap 400 Growth