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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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $294k | 3.0k | 96.88 |
| 2025-09-30 | $291k | 3.0k | 95.89 |
| 2025-06-30 | $477k | 5.2k | 90.98 |
| 2025-03-31 | $723k | 8.7k | 83.28 |
| 2024-12-31 | $667k | 7.3k | 90.93 |
| 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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