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iShares S&P MidCap 400 Growth shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management 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 CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $10k 111 91.21
2024-09-30 $10k 111 92.00
2024-06-30 $9.8k 110 88.76
2024-03-31 $10k 110 91.78
2023-12-31 $8.8k 110 79.55
2023-09-30 $7.9k 109 72.70

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for CarsonAllaria Wealth Management

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