iShares S&P MidCap 400 Growth shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth 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 Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Growth by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $674k | 7.4k | 91.25 |
| 2023-12-31 | $645k | 8.1k | 79.22 |
| 2023-09-30 | $660k | 9.1k | 72.50 |
| 2023-06-30 | $643k | 8.6k | 75.00 |
| 2023-03-31 | $558k | 7.8k | 71.51 |
| 2022-12-31 | $533k | 7.8k | 68.30 |
| 2022-09-30 | $490k | 7.8k | 62.98 |
| 2022-06-30 | $549k | 8.6k | 63.86 |
| 2022-03-31 | $628k | 8.1k | 77.31 |
| 2021-12-31 | $796k | 9.3k | 85.26 |
| 2021-09-30 | $694k | 8.8k | 79.21 |
| 2021-06-30 | $735k | 9.1k | 80.93 |
| 2021-03-31 | $801k | 10k | 78.34 |
| 2020-12-31 | $798k | 11k | 72.26 |
Top funds holding iShares S&P MidCap 400 Growth
View all funds holding iShares S&P MidCap 400 Growth