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
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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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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 |
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