iShares S&P MidCap 400 Growth shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.5M | 95k | 79.45 |
| 2023-09-30 | $5.0M | 69k | 72.24 |
| 2023-06-30 | $4.1M | 54k | 75.00 |
| 2023-03-31 | $4.1M | 58k | 71.51 |
| 2022-12-31 | $4.7M | 69k | 68.30 |
| 2022-09-30 | $1.9M | 30k | 63.02 |
| 2022-06-30 | $2.3M | 35k | 63.72 |
| 2022-03-31 | $6.0M | 78k | 77.27 |
| 2021-12-31 | $1.8M | 21k | 85.24 |
| 2021-09-30 | $438k | 5.5k | 79.23 |
| 2021-06-30 | $444k | 5.5k | 80.84 |
| 2021-03-31 | $434k | 5.5k | 78.33 |
| 2020-12-31 | $5.1M | 70k | 72.22 |
| 2020-09-30 | $8.2M | 34k | 239.19 |
| 2020-06-30 | $231k | 1.0k | 223.62 |
| 2020-03-31 | $270k | 1.5k | 178.69 |
| 2019-12-31 | $2.3M | 9.8k | 238.09 |
| 2019-09-30 | $975k | 4.4k | 223.93 |
| 2019-06-30 | $276k | 1.2k | 226.42 |
| 2018-09-30 | $411k | 1.8k | 232.99 |
| 2018-06-30 | $242k | 1.1k | 224.70 |
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