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iShares S&P MidCap 400 Growth shares owned by Capital Advisors

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

Historical chart of Capital 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 Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 237k 91.25
2023-12-31 $19M 234k 79.22
2023-09-30 $17M 233k 72.24
2023-06-30 $18M 233k 75.00
2023-03-31 $17M 234k 71.51
2022-12-31 $16M 234k 68.30
2022-09-30 $15M 234k 63.02
2022-06-30 $15M 234k 63.73
2022-03-31 $18M 235k 77.27
2021-12-31 $20M 235k 85.26
2021-09-30 $19M 236k 79.19
2021-06-30 $19M 235k 80.93
2021-03-31 $19M 236k 78.37
2020-12-31 $17M 235k 72.22
2020-09-30 $14M 59k 239.18
2020-06-30 $13M 59k 224.02
2020-03-31 $11M 59k 178.46
2019-12-31 $14M 60k 238.12
2019-09-30 $10M 46k 222.25
2019-06-30 $13M 59k 226.26
2019-03-31 $14M 63k 219.10
2018-12-31 $12M 62k 191.23
2018-09-30 $14M 59k 232.95
2018-06-30 $13M 59k 224.78
2018-03-31 $13M 58k 218.33
2017-12-31 $13M 58k 215.83
2017-09-30 $12M 58k 202.36
2017-06-30 $11M 57k 196.61
2017-03-31 $11M 57k 190.90
2016-12-31 $10M 55k 182.21
2016-09-30 $9.1M 52k 174.73
2016-06-30 $8.3M 49k 169.12
2016-03-31 $8.0M 49k 162.60
2015-12-31 $7.8M 48k 160.96
2015-09-30 $7.9M 50k 157.09
2015-06-30 $8.4M 49k 169.50
2015-03-31 $8.3M 49k 171.51
2014-12-31 $7.7M 48k 159.68
2014-09-30 $7.3M 48k 151.43
2014-06-30 $7.5M 48k 157.09
2014-03-31 $7.2M 47k 152.91
2013-12-31 $6.7M 45k 150.19

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
FMR
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Envestnet Asset Management
Financial Engines Advisors L.L.C
Ameriprise Financial
LPL Financial
Raymond James & Associates
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth