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iShares S&P MidCap 400 Growth shares owned by Carolinas Wealth Consulting

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

Historical chart of Carolinas Wealth Consulting 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 Carolinas Wealth Consulting 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 Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2024-12-31 $430k 4.7k 90.93
2024-09-30 $435k 4.7k 91.93
2024-06-30 $427k 4.8k 88.11
2024-03-31 $291k 3.2k 91.25
2023-12-31 $5.5k 70 79.21
2023-06-30 $75 1 75.00
2021-06-30 $999 12 83.33
2021-03-31 $999 12 83.33
2020-12-31 $999 12 83.33

More positions owned by Carolinas Wealth Consulting

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Carolinas Wealth Consulting

Top funds holding iShares S&P MidCap 400 Growth

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

View all funds holding iShares S&P MidCap 400 Growth