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iShares S&P MidCap 400 Growth shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.5M 55k 117.50
2026-03-31 $10k 100 100.20
2025-12-31 $9.6k 100 96.47
2025-09-30 $38k 400 95.79
2025-06-30 $36k 400 90.89
2025-03-31 $49k 586 83.22
2024-12-31 $47k 521 90.88

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Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding iShares S&P MidCap 400 Growth

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

View all funds holding iShares S&P MidCap 400 Growth