U.S. Capital Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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