Segment Wealth Management »

iShares S&P MidCap 400 Growth shares owned by Segment Wealth Management

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

Historical chart of Segment Wealth Management 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 Segment Wealth Management 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 Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 32k 91.25
2023-12-31 $2.5M 32k 79.22
2023-09-30 $2.3M 32k 72.24
2023-06-30 $2.4M 32k 75.00
2023-03-31 $2.3M 32k 71.51
2022-12-31 $2.2M 32k 68.30
2022-09-30 $2.0M 32k 63.03
2022-06-30 $2.0M 32k 63.72
2022-03-31 $2.4M 32k 77.26
2021-12-31 $2.7M 32k 85.27
2021-09-30 $2.5M 32k 79.18
2021-06-30 $2.6M 32k 80.91
2021-03-31 $2.5M 32k 78.36
2020-12-31 $2.3M 32k 72.21
2020-09-30 $1.9M 7.9k 239.24
2020-06-30 $1.8M 7.9k 223.97
2020-03-31 $1.4M 7.9k 178.42
2019-12-31 $1.9M 7.9k 238.11
2019-09-30 $1.8M 7.9k 223.85
2019-06-30 $1.8M 7.9k 226.25
2019-03-31 $1.7M 7.9k 219.05
2018-12-31 $1.5M 7.9k 191.17
2018-09-30 $1.8M 7.9k 232.93
2018-06-30 $1.8M 7.9k 224.73
2018-03-31 $1.7M 7.9k 218.30
2017-12-31 $1.7M 7.9k 215.77
2017-09-30 $1.6M 7.9k 202.40
2017-06-30 $1.6M 7.9k 196.59
2017-03-31 $1.5M 7.9k 190.91
2016-12-31 $1.4M 7.9k 182.21
2016-09-30 $1.4M 7.9k 174.76
2016-06-30 $1.3M 7.9k 169.09
2016-03-31 $1.3M 7.9k 162.65
2015-12-31 $1.3M 7.9k 161.01
2015-09-30 $1.2M 7.9k 157.10
2015-06-30 $1.3M 7.9k 169.46
2015-03-31 $1.4M 7.9k 171.48

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
S&p Global (SPGI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Asml Holding N V N Y Registry Shs (ASML)
Exxon Mobil Corporation (XOM)
Intuit (INTU)
Novo-nordisk A S Adr (NVO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Stryker Corporation (SYK)

View all positions for Segment Wealth Management

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