iShares S&P MidCap 400 Growth shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital 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 U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Growth by U.S. Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $3.3M | 42k | 79.22 |
2023-09-30 | $3.0M | 42k | 72.24 |
2023-06-30 | $3.1M | 42k | 75.00 |
2023-03-31 | $3.0M | 42k | 71.51 |
2022-12-31 | $2.9M | 42k | 68.30 |
2022-09-30 | $2.7M | 43k | 63.02 |
2022-06-30 | $587k | 9.2k | 63.70 |
2022-03-31 | $789k | 10k | 77.22 |
2021-12-31 | $895k | 11k | 85.25 |
2021-09-30 | $874k | 11k | 79.22 |
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