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

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

Historical chart of River 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 River Wealth 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 River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.0M 14k 72.24
2023-06-30 $1.1M 14k 75.00
2023-03-31 $1.0M 14k 71.51
2022-12-31 $1.3M 19k 68.30
2022-09-30 $1.2M 19k 63.04
2022-06-30 $998k 16k 63.72
2022-03-31 $1.2M 16k 77.32
2021-12-31 $1.4M 16k 85.26
2021-09-30 $1.3M 16k 79.18
2021-06-30 $1.3M 17k 80.92
2021-03-31 $1.3M 17k 78.38
2020-12-31 $1.2M 16k 72.21
2020-09-30 $1.4M 5.9k 239.25
2020-06-30 $1.0M 4.6k 224.05
2020-03-31 $264k 1.5k 178.14
2019-12-31 $374k 1.6k 238.06
2018-12-31 $68k 358 189.94
2018-09-30 $83k 358 231.84
2018-06-30 $80k 358 223.46