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iShares S&P MidCap 400 Growth shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective 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 Clear Perspective 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $378k 4.4k 85.19
2021-09-30 $351k 4.4k 79.11
2021-06-30 $359k 4.4k 80.91
2021-03-31 $348k 4.4k 78.40
2020-12-31 $306k 4.2k 72.31
2020-09-30 $1.1M 1.1k 966.42
2020-06-30 $247k 1.1k 224.14
2019-12-31 $267k 1.1k 237.97
2019-09-30 $251k 1.1k 223.71
2019-06-30 $254k 1.1k 226.38
2019-03-31 $246k 1.1k 219.25
2018-12-31 $202k 1.1k 190.93
2018-09-30 $246k 1.1k 232.51
2018-06-30 $119k 529 224.95
2018-03-31 $115k 529 217.39
2017-12-31 $114k 529 215.50
2017-09-30 $110k 544 202.21
2017-06-30 $3.0k 15 200.00
2017-03-31 $3.0k 15 200.00
2016-12-31 $3.0k 15 200.00

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Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

Top funds holding iShares S&P MidCap 400 Growth

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

View all funds holding iShares S&P MidCap 400 Growth