iShares S&P MidCap 400 Growth shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 40k | 91.93 |
| 2024-06-30 | $3.9M | 44k | 88.11 |
| 2024-03-31 | $4.1M | 45k | 91.25 |
| 2023-12-31 | $3.7M | 46k | 79.22 |
| 2023-09-30 | $3.7M | 52k | 72.24 |
| 2023-06-30 | $4.8M | 65k | 75.00 |
| 2023-03-31 | $7.9M | 111k | 71.51 |
| 2022-12-31 | $6.8M | 100k | 68.30 |
| 2022-09-30 | $925k | 15k | 63.02 |
| 2022-06-30 | $936k | 15k | 63.75 |
| 2022-03-31 | $1.1M | 15k | 77.26 |
| 2021-12-31 | $1.2M | 15k | 85.27 |
| 2021-09-30 | $1.1M | 14k | 79.20 |
| 2021-06-30 | $1.1M | 14k | 80.94 |
| 2021-03-31 | $1.1M | 14k | 78.41 |
| 2020-12-31 | $997k | 14k | 72.25 |
| 2020-09-30 | $836k | 14k | 60.58 |
| 2020-06-30 | $818k | 3.7k | 224.11 |
| 2020-03-31 | $733k | 3.7k | 200.82 |
| 2019-12-31 | $869k | 3.7k | 238.08 |
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