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iShares S&P MidCap 400 Growth shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $176M 2.2M 79.22
2023-09-30 $143M 2.0M 72.24
2023-06-30 $131M 1.7M 75.00
2023-03-31 $105M 1.5M 71.51
2022-12-31 $78M 1.1M 68.30
2022-09-30 $56M 891k 63.02
2022-06-30 $37M 572k 63.73
2022-03-31 $4.2M 54k 77.28
2021-12-31 $3.9M 46k 85.27
2021-09-30 $3.6M 46k 79.19
2021-06-30 $711k 8.8k 80.90
2021-03-31 $713k 9.1k 78.35
2020-12-31 $629k 8.7k 72.27
2020-09-30 $496k 2.0k 242.78
2020-06-30 $506k 2.3k 223.89
2020-03-31 $272k 1.6k 168.73
2019-12-31 $409k 1.7k 239.04
2019-09-30 $126k 561 224.60
2019-06-30 $129k 569 226.71
2019-03-31 $132k 604 218.54
2018-12-31 $36k 189 190.48
2018-09-30 $61k 259 235.52
2018-06-30 $58k 259 223.94
2018-03-31 $46k 216 212.96
2017-12-31 $20k 91 219.78
2017-09-30 $18k 91 197.80
2017-06-30 $15k 78 192.31
2016-12-31 $14k 78 179.49
2016-09-30 $12k 70 171.43
2016-03-31 $13k 78 166.67
2015-12-31 $114k 710 160.56
2015-09-30 $11k 70 157.14
2015-06-30 $11k 84 130.95
2015-03-31 $12k 70 171.51
2014-12-31 $20k 122 163.93
2014-06-30 $11k 70 157.14
2014-03-31 $11k 70 157.14
2013-12-31 $11k 70 157.14
2013-09-30 $10k 70 142.86
2013-06-30 $9.0k 70 128.57
2013-03-31 $9.0k 70 128.57
2012-12-31 $8.0k 70 114.29
2012-09-30 $8.0k 70 114.29

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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