Codex Capital Asset Management »

iShares S&P MidCap 400 Growth shares owned by Codex Capital Asset Management

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

Historical chart of Codex Capital Asset 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 Codex Capital Asset 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 Codex Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 23k 95.89
2025-06-30 $2.0M 23k 90.98
2025-03-31 $1.9M 23k 83.28
2024-12-31 $2.0M 23k 90.93
2024-09-30 $2.1M 23k 91.93
2024-06-30 $2.0M 22k 89.91

More positions owned by Codex Capital Asset Management

NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
General Electric Com New (GE)
Ge Vernova (GEV)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Mastercard Incorporated Cl A (MA)
Honeywell International (HON)
Broadcom (AVGO)

View all positions for Codex Capital Asset Management

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth