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iShares S&P MidCap 400 Growth shares owned by Altium Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Altium Wealth Management from 13F filings

Historical chart of Altium 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 Altium 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 Altium Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $343k 5.4k 63.66
2022-03-31 $416k 5.4k 77.21
2021-12-31 $366k 4.3k 85.27
2021-09-30 $340k 4.3k 79.22
2021-06-30 $347k 4.3k 80.85
2021-03-31 $336k 4.3k 78.29
2020-12-31 $310k 4.3k 72.23

More positions owned by Altium Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Altium Wealth Management

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