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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by 9258 Wealth Management 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 9258 Wealth Management

Quarter filed Position value Share count Share price at filing
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