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iShares S&P MidCap 400 Growth shares owned by ProVise Management Group

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

Historical chart of ProVise Management 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 ProVise Management 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 35k 79.22
2023-09-30 $2.4M 34k 72.24
2023-06-30 $1.3M 18k 71.51
2023-03-31 $1.3M 18k 71.51
2022-12-31 $745k 11k 68.30
2022-09-30 $928k 15k 63.05
2022-06-30 $1.0M 16k 63.76
2022-03-31 $1.3M 17k 77.27
2021-12-31 $1.7M 20k 85.24
2021-09-30 $1.7M 22k 79.19
2021-06-30 $1.9M 24k 80.92
2021-03-31 $1.9M 24k 78.36
2020-12-31 $1.7M 23k 72.20
2020-09-30 $731k 3.1k 239.12
2020-06-30 $504k 2.2k 224.20
2020-03-31 $401k 2.2k 178.38
2019-12-31 $535k 2.2k 237.99
2019-09-30 $585k 2.6k 223.71
2019-06-30 $592k 2.6k 226.39
2019-03-31 $573k 2.6k 219.12
2018-12-31 $500k 2.6k 191.20
2018-09-30 $609k 2.6k 232.89
2018-06-30 $588k 2.6k 224.86
2018-03-31 $571k 2.6k 218.36
2017-12-31 $586k 2.7k 215.84
2017-09-30 $549k 2.7k 202.21
2017-06-30 $579k 2.9k 196.60
2017-03-31 $581k 3.0k 190.74
2016-12-31 $552k 3.0k 181.16
2016-09-30 $532k 3.0k 174.60
2016-06-30 $561k 3.3k 169.03
2016-03-31 $1.6M 10k 162.61
2015-12-31 $1.6M 10k 160.91
2015-09-30 $1.8M 11k 157.11
2015-06-30 $1.6M 9.6k 169.53
2015-03-31 $1.6M 9.6k 171.51
2014-12-31 $1.5M 9.5k 159.63
2014-09-30 $1.4M 9.5k 151.46
2014-06-30 $1.5M 9.5k 157.13
2014-03-31 $2.2M 15k 152.94
2013-12-31 $1.8M 12k 150.25
2013-09-30 $1.2M 8.7k 139.09
2013-06-30 $1.2M 9.0k 128.85
2012-09-30 $888k 7.9k 112.05
2012-06-30 $771k 7.3k 105.83
2012-03-31 $819k 7.3k 112.42
2011-12-31 $939k 9.5k 98.74
2011-09-30 $860k 9.6k 89.86
2011-06-30 $1.1M 9.6k 110.97
2011-03-31 $1.1M 9.6k 110.34
2010-12-31 $964k 9.6k 100.73

More positions owned by ProVise Management Group

Ishares Tr Core Div Grwth (DGRO)
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Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management 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