iShares S&P MidCap 400 Growth shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment 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 Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Growth by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $20M | 171k | 117.50 |
| 2026-03-31 | $2.7M | 27k | 100.62 |
| 2025-12-31 | $2.5M | 26k | 96.88 |
| 2025-09-30 | $1.4M | 15k | 95.89 |
| 2025-06-30 | $1.4M | 15k | 90.98 |
| 2025-03-31 | $1.3M | 15k | 83.28 |
| 2024-12-31 | $1.5M | 17k | 90.93 |
| 2024-09-30 | $15M | 161k | 91.93 |
| 2024-06-30 | $12M | 132k | 88.11 |
| 2024-03-31 | $1.5M | 17k | 91.25 |
| 2023-12-31 | $11M | 144k | 79.22 |
More positions owned by Concurrent Investment Advisors
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Top funds holding iShares S&P MidCap 400 Growth
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