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iShares S&P MidCap 400 Growth shares owned by Compass Investment Advisers

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Compass Investment Advisers from 13F filings

Historical chart of Compass Investment Advisers 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 Compass Investment Advisers 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 Compass Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $359k 4.0k 90.93

More positions owned by Compass Investment Advisers

Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Compass Investment Advisers

Top funds holding iShares S&P MidCap 400 Growth

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
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth