iShares S&P MidCap 400 Growth shares owned by WMS Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners 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 WMS Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Growth by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $559k | 7.1k | 79.22 |
| 2023-09-30 | $510k | 7.1k | 72.24 |
| 2023-06-30 | $530k | 7.1k | 75.00 |
| 2023-03-31 | $505k | 7.1k | 71.51 |
| 2022-12-31 | $492k | 7.2k | 68.30 |
| 2022-09-30 | $454k | 7.2k | 63.05 |
| 2022-06-30 | $460k | 7.2k | 63.71 |
| 2022-03-31 | $558k | 7.2k | 77.29 |
| 2021-12-31 | $616k | 7.2k | 85.32 |
| 2021-09-30 | $572k | 7.2k | 79.22 |
| 2021-06-30 | $584k | 7.2k | 80.89 |
| 2021-03-31 | $566k | 7.2k | 78.39 |
| 2020-12-31 | $422k | 1.8k | 239.09 |
| 2020-09-30 | $422k | 1.8k | 239.09 |
| 2020-06-30 | $395k | 1.8k | 223.80 |
| 2020-03-31 | $315k | 1.8k | 178.47 |
| 2019-12-31 | $473k | 2.0k | 237.93 |
| 2019-09-30 | $483k | 2.2k | 223.82 |
| 2019-06-30 | $488k | 2.2k | 226.14 |
| 2019-03-31 | $436k | 2.0k | 219.32 |
| 2018-12-31 | $398k | 2.1k | 191.44 |
| 2018-09-30 | $775k | 3.3k | 232.80 |
| 2018-06-30 | $748k | 3.3k | 224.69 |
| 2018-03-31 | $727k | 3.3k | 218.38 |
| 2017-12-31 | $718k | 3.3k | 215.68 |
| 2017-09-30 | $674k | 3.3k | 202.46 |
| 2017-06-30 | $680k | 3.5k | 196.76 |
| 2017-03-31 | $636k | 3.3k | 191.05 |
| 2016-12-31 | $566k | 3.1k | 182.23 |
| 2016-09-30 | $543k | 3.1k | 174.82 |
| 2016-06-30 | $510k | 3.0k | 169.15 |
| 2016-03-31 | $490k | 3.0k | 162.52 |
| 2015-12-31 | $485k | 3.0k | 160.86 |
| 2015-09-30 | $474k | 3.0k | 157.21 |
| 2015-06-30 | $511k | 3.0k | 169.49 |
| 2015-03-31 | $570k | 3.3k | 171.43 |
| 2014-12-31 | $531k | 3.3k | 159.70 |
| 2014-09-30 | $504k | 3.3k | 151.58 |
| 2014-06-30 | $522k | 3.3k | 156.99 |
| 2014-03-31 | $508k | 3.3k | 152.78 |
| 2013-12-31 | $499k | 3.3k | 150.08 |
| 2013-09-30 | $463k | 3.3k | 139.25 |
| 2013-06-30 | $428k | 3.3k | 128.72 |
| 2013-03-31 | $426k | 3.3k | 128.12 |
| 2012-12-31 | $380k | 3.3k | 114.29 |
| 2012-09-30 | $252k | 2.3k | 111.75 |
| 2012-06-30 | $239k | 2.3k | 105.99 |
| 2012-03-31 | $202k | 1.8k | 112.53 |
Top funds holding iShares S&P MidCap 400 Growth
View all funds holding iShares S&P MidCap 400 Growth