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iShares S&P MidCap 400 Growth shares owned by Brightwater Advisory

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

Historical chart of Brightwater Advisory 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 Brightwater Advisory 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 Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 46k 95.89
2025-06-30 $4.3M 47k 90.98
2025-03-31 $4.0M 48k 83.28
2024-12-31 $4.5M 49k 90.93
2024-09-30 $4.6M 50k 91.93
2024-06-30 $4.4M 50k 88.11
2024-03-31 $4.6M 51k 91.25
2023-12-31 $4.1M 52k 79.22

More positions owned by Brightwater Advisory

Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Schwab Strategic Tr S Tips Etf (SCHP)
Spdr S&p 500 Etf Tr R Unit (SPY)
Schwab Strategic Tr S Brd Mkt Etf (SCHB)
Schwab Strategic Tr Undamental Us B (FNDB)
Vanguard Index Fds Mall Cp Etf (VB)
Vanguard Specialized Funds Iv App Etf (VIG)
Ishares Tr Us 1000 Val Etf (IWD)
Ishares Tr Ips Bd Etf (TIP)
Schwab Strategic Tr Mrg Mkteq Etf (SCHE)
Tidal Trust Ii Lueprint Chesap (TFPN)
Ishares Tr &p Mc 400gr Etf (IJK)
Schwab Strategic Tr Undamental Us S (FNDA)
Ishares Tr &p Mc 400vl Etf (IJJ)
Ishares Tr Us 1000 Grw Etf (IWF)

View all positions for Brightwater Advisory

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