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iShares S&P MidCap 400 Growth shares owned by Schneider Downs Wealth Management Advisors

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

Historical chart of Schneider Downs Wealth Management 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 Schneider Downs Wealth Management 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $430k 5.4k 79.22
2023-09-30 $392k 5.4k 72.24
2023-06-30 $417k 5.6k 75.00
2023-03-31 $398k 5.6k 71.51
2022-12-31 $403k 5.9k 68.30
2022-09-30 $342k 5.4k 62.96
2022-06-30 $346k 5.4k 63.70
2022-03-31 $420k 5.4k 77.32
2021-12-31 $463k 5.4k 85.24
2021-09-30 $430k 5.4k 79.16
2021-06-30 $440k 5.4k 81.00
2021-03-31 $426k 5.4k 78.42
2020-12-31 $392k 5.4k 72.16
2020-09-30 $325k 1.4k 239.32
2020-06-30 $304k 1.4k 223.86
2020-03-31 $246k 1.4k 178.78
2019-12-31 $328k 1.4k 238.37
2019-09-30 $308k 1.4k 223.84
2019-06-30 $311k 1.4k 226.02
2019-03-31 $305k 1.4k 219.27
2018-12-31 $260k 1.4k 191.46
2018-09-30 $243k 1.0k 232.98
2018-06-30 $234k 1.0k 224.35
2018-03-31 $228k 1.0k 218.60
2017-12-31 $225k 1.0k 215.72
2017-09-30 $211k 1.0k 202.30
2017-06-30 $205k 1.0k 196.55

More positions owned by Schneider Downs Wealth Management Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Actively Managed Etf Total Return (GTO)

View all positions for Schneider Downs Wealth Management Advisors

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