Breakwater Capital Group »

iShares S&P MidCap 400 Growth shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $905k 9.9k 91.25
2023-12-31 $789k 9.9k 79.99
2023-09-30 $645k 9.3k 69.25
2023-06-30 $638k 8.5k 75.00
2023-03-31 $499k 7.0k 71.51

More positions owned by Breakwater Capital Group

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

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