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

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

Historical chart of Circle 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 Circle 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 Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 44k 79.22
2023-09-30 $3.2M 44k 72.24

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Nike CL B (NKE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Starbucks Corporation (SBUX)

View all positions for Circle Wealth Management

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth