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iShares S&P MidCap 400 Growth shares owned by Allium Financial Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Allium Financial Advisors from 13F filings

Historical chart of Allium Financial Advisors 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 Allium Financial Advisors 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 Allium Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $464k 4.8k 95.89
2025-06-30 $440k 4.8k 90.98
2025-03-31 $403k 4.8k 83.28

More positions owned by Allium Financial Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Runway Growth Finance Corp (RWAY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Allium Financial Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth