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

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

Historical chart of BlueChip 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 BlueChip 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 BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $305k 3.4k 90.98
2025-03-31 $279k 3.4k 83.28
2024-12-31 $305k 3.4k 90.93
2024-09-30 $308k 3.4k 91.93
2024-06-30 $295k 3.4k 88.11
2024-03-31 $306k 3.4k 91.25
2023-12-31 $266k 3.4k 79.22

More positions owned by BlueChip Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)

View all positions for BlueChip Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth