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iShares S&P MidCap 400 Growth shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-03-31 $526k 5.8k 91.27
2023-12-31 $456k 5.8k 79.22
2023-09-30 $422k 5.8k 72.25
2023-06-30 $429k 5.7k 75.01
2023-03-31 $391k 5.5k 71.52
2022-12-31 $372k 5.5k 68.30
2022-09-30 $342k 5.4k 62.96
2022-06-30 $558k 8.8k 63.71
2022-03-31 $654k 8.5k 77.32
2021-12-31 $721k 8.5k 85.32
2021-09-30 $669k 8.4k 79.20

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Pimco Equity Ser Rafi Dyn Multi (MFDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Currncy Int Eq (DDWM)

View all positions for Fundamentun

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
FMR
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Envestnet Asset Management
Financial Engines Advisors L.L.C
Ameriprise Financial
LPL Financial
Raymond James & Associates
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth