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iShares S&P MidCap 400 Growth shares owned by Asset Dedication

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

Historical chart of Asset Dedication 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 Asset Dedication 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 Asset Dedication

Quarter filed Position value Share count Share price at filing
2026-06-30 $457k 3.9k 117.51
2026-03-31 $243k 2.4k 100.62
2025-12-31 $202k 2.1k 96.88
2025-09-30 $193k 2.0k 95.89
2025-06-30 $180k 2.0k 90.98
2025-03-31 $165k 2.0k 83.28
2024-12-31 $192k 2.1k 90.93
2024-09-30 $224k 2.4k 91.93
2024-06-30 $284k 3.2k 88.11
2024-03-31 $264k 2.9k 91.03
2023-12-31 $244k 3.1k 79.50
2023-09-30 $288k 4.0k 72.31
2023-06-30 $274k 3.7k 75.01
2023-03-31 $276k 3.9k 71.21
2022-12-31 $245k 3.6k 68.78
2022-09-30 $197k 3.1k 63.20
2022-03-31 $95k 1.2k 76.67
2021-12-31 $27k 320 84.38
2021-09-30 $25k 320 78.13
2021-06-30 $26k 320 81.25
2021-03-31 $39k 498 78.31
2020-12-31 $66k 918 71.90
2020-09-30 $55k 230 239.13
2020-06-30 $28k 125 224.00
2020-03-31 $22k 125 176.00
2019-12-31 $30k 125 240.00
2019-09-30 $28k 125 224.00
2019-06-30 $28k 125 224.00
2019-03-31 $27k 125 216.00
2018-12-31 $30k 154 194.81
2018-09-30 $36k 153 235.29
2018-06-30 $35k 153 228.76
2018-03-31 $6.0k 29 206.90
2017-12-31 $6.0k 29 206.90
2017-09-30 $6.0k 29 206.90
2017-06-30 $6.0k 30 200.00
2017-03-31 $6.0k 30 200.00
2016-12-31 $5.0k 30 166.67
2016-09-30 $5.0k 30 166.67
2016-06-30 $5.0k 30 166.67
2016-03-31 $5.0k 30 166.67
2015-12-31 $9.0k 55 163.64

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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
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Spdr Series Trust St Str Sp400val (MDYV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Asset Dedication

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
FMR
Bank of America Corporation
Sherman Porfolios
Goldman Sachs Group
Envestnet Asset Management
Pnc Financial Services
UBS Group
Pinkerton Retirement Specialists
Raymond James Financial
LPL Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth