PCG Wealth Advisors »

iShares S&P MidCap 400 Growth shares owned by PCG Wealth Advisors

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

Historical chart of PCG 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 PCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by PCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $411k 4.5k 91.26
2023-12-31 $356k 4.5k 79.21
2023-09-30 $437k 6.0k 72.24
2023-06-30 $453k 6.0k 75.00
2023-03-31 $432k 6.0k 71.51
2022-12-31 $411k 6.0k 68.30
2022-09-30 $757k 12k 62.95
2022-06-30 $382k 6.0k 63.71
2022-03-31 $463k 6.0k 77.35
2021-12-31 $643k 7.6k 85.15