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iShares S&P MidCap 400 Growth shares owned by Waldron

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $363k 4.6k 79.09
2023-09-30 $332k 4.6k 72.33
2023-06-30 $347k 4.6k 74.95
2023-03-31 $340k 4.8k 71.46
2022-12-31 $756k 12k 63.01
2022-09-30 $756k 12k 63.01
2022-06-30 $228k 3.6k 63.55
2022-03-31 $277k 3.6k 77.20
2021-12-31 $305k 3.6k 85.01

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

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