iShares S&P MidCap 400 Growth shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood 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 Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $801k | 10k | 79.22 |
| 2023-09-30 | $730k | 10k | 72.24 |
| 2023-06-30 | $758k | 10k | 75.00 |
| 2023-03-31 | $723k | 10k | 71.51 |
| 2022-12-31 | $690k | 10k | 68.30 |
Top funds holding iShares S&P MidCap 400 Growth
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