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

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

Historical chart of BDO 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 BDO 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 BDO Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $773k 10k 75.00
2023-03-31 $737k 10k 71.51
2022-12-31 $704k 10k 68.30
2022-09-30 $654k 10k 63.77
2022-06-30 $654k 10k 63.77
2022-03-31 $803k 10k 77.26
2021-12-31 $886k 10k 85.27
2021-09-30 $823k 10k 79.23
2021-06-30 $869k 11k 80.94
2021-03-31 $843k 11k 78.35
2020-12-31 $1.1M 15k 72.24
2020-09-30 $912k 3.8k 239.12
2020-06-30 $801k 3.6k 223.99
2020-03-31 $716k 4.0k 178.55
2019-12-31 $1.2M 5.1k 238.10
2019-09-30 $1.4M 6.2k 223.88
2019-06-30 $1.7M 7.6k 226.33
2019-03-31 $1.9M 8.5k 219.06
2018-12-31 $2.1M 11k 191.26
2018-09-30 $2.7M 12k 232.96
2018-06-30 $2.4M 11k 224.79
2018-03-31 $2.1M 9.7k 218.33
2017-12-31 $532k 2.5k 216.00
2017-09-30 $138k 683 202.05
2017-06-30 $1.5M 7.7k 196.66

More positions owned by BDO Wealth Advisors

Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Bank of America Corporation (BAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Total (IXUS)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for BDO Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Financial Engines Advisors L.L.C
International Assets Investment Management
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth