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

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

Historical chart of Coldstream Capital 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 Coldstream Capital 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 Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.2M 78k 79.22
2023-09-30 $5.8M 80k 72.24
2023-06-30 $6.1M 81k 75.00
2023-03-31 $5.7M 80k 71.51
2022-12-31 $5.8M 85k 68.30
2022-06-30 $5.2M 82k 63.73
2022-03-31 $6.4M 83k 77.27
2021-12-31 $8.4M 99k 85.26
2021-09-30 $7.5M 92k 81.82
2021-06-30 $7.8M 97k 80.91
2021-03-31 $464k 5.9k 78.38
2020-12-31 $428k 5.9k 72.30
2020-09-30 $362k 1.5k 239.42
2020-06-30 $339k 1.5k 224.21
2020-03-31 $270k 1.5k 178.57
2019-12-31 $360k 1.5k 238.10
2019-09-30 $338k 1.5k 223.54
2019-06-30 $342k 1.5k 226.19
2019-03-31 $331k 1.5k 218.92
2018-12-31 $308k 1.6k 191.30
2018-09-30 $382k 1.6k 232.78
2018-06-30 $369k 1.6k 224.86
2018-03-31 $358k 1.6k 218.16
2017-12-31 $347k 1.6k 215.66
2017-09-30 $306k 1.5k 202.51
2017-06-30 $297k 1.5k 196.56
2017-03-31 $294k 1.5k 191.16
2016-12-31 $280k 1.5k 182.05
2016-09-30 $269k 1.5k 174.90
2016-06-30 $260k 1.5k 169.05
2016-03-31 $250k 1.5k 162.55

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Coldstream Capital 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
D.A. Davidson & Co.
Raymond James & Associates
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