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iShares S&P MidCap 400 Growth shares owned by Pacific Financial Group

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

Historical chart of Pacific Financial 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 Pacific Financial Group 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 Pacific Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 38k 79.22
2023-09-30 $2.7M 37k 72.24
2023-06-30 $2.8M 37k 75.00
2023-03-31 $2.6M 36k 71.51
2022-12-31 $2.5M 36k 68.30
2022-09-30 $2.2M 34k 63.02
2022-06-30 $2.4M 37k 63.72
2022-03-31 $3.1M 40k 77.26
2021-12-31 $3.0M 36k 82.15
2021-09-30 $2.8M 35k 79.19
2021-06-30 $2.6M 32k 80.92
2021-03-31 $2.3M 29k 78.38
2020-12-31 $2.1M 29k 72.22
2020-09-30 $1.5M 6.4k 239.14
2020-06-30 $998k 5.6k 178.47
2020-03-31 $998k 5.6k 178.47
2019-12-31 $1.3M 5.5k 238.08
2019-09-30 $1.3M 5.6k 226.28
2019-06-30 $1.2M 5.4k 219.13
2019-03-31 $1.2M 5.4k 219.13
2018-12-31 $1.0M 5.3k 191.24
2016-06-30 $769k 4.5k 169.12
2015-12-31 $650k 4.0k 161.05
2015-09-30 $593k 3.8k 157.17
2015-06-30 $330k 1.9k 169.40
2015-03-31 $336k 2.0k 171.78
2014-12-31 $291k 1.8k 159.89
2014-09-30 $223k 1.5k 151.80
2014-06-30 $211k 1.3k 156.99
2014-03-31 $206k 1.3k 153.05
2013-12-31 $198 8 24.75
2013-09-30 $170k 1.2k 139.00
2013-06-30 $150k 1.2k 128.10
2012-03-31 $756k 6.7k 112.47
2011-06-30 $3.3M 30k 110.95
2011-03-31 $3.2M 29k 110.36

More positions owned by Pacific Financial Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Pacific Financial 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
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