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iShares S&P MidCap 400 Growth shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth 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 Amplius Wealth 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 Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 3.4k 91.94
2024-06-30 $357k 4.0k 88.12
2024-03-31 $334k 3.7k 91.25
2023-12-31 $247k 3.1k 79.22
2023-09-30 $225k 3.1k 72.24
2023-06-30 $234k 3.1k 75.00
2023-03-31 $223k 3.1k 71.51
2022-12-31 $213k 3.1k 68.30