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

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

Historical chart of Wealth Management Group 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 Wealth Management Group 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 Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $260k 2.8k 91.25
2023-12-31 $226k 2.8k 79.22
2023-09-30 $206k 2.8k 72.24
2023-06-30 $214k 2.8k 75.00
2023-03-31 $204k 2.8k 71.51
2022-03-31 $220k 2.8k 77.12
2021-12-31 $243k 2.8k 85.37

More positions owned by Wealth Management Group

Sector Spdr Common Stock (XLK)
Microsoft Common Stock (MSFT)
Sector Spdr Common Stock (XLV)
Sector Spdr Common Stock (XLE)
Ishares Mutual Funds - (AGG)
Chemung Financial Corp Common Stock (CHMG)
Merck Common Stock (MRK)
Jpmorgan Common Stock (JPM)
Sector Spdr Common Stock (XLC)
Johnson Common Stock (JNJ)
SPDR Common Stock (XSD)
Procter Common Stock (PG)
Amazon.com Common Stock (AMZN)
American Common Stock (AXP)
Sector Spdr Common Stock (XLI)

View all positions for Wealth Management Group

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