iShares S&P MidCap 400 Growth shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 18k | 95.89 |
| 2025-06-30 | $1.6M | 18k | 90.98 |
| 2025-03-31 | $1.5M | 18k | 83.28 |
| 2024-12-31 | $1.7M | 19k | 90.93 |
| 2024-09-30 | $1.8M | 19k | 91.93 |
| 2024-06-30 | $1.6M | 19k | 88.11 |
| 2024-03-31 | $1.7M | 19k | 91.25 |
| 2023-12-31 | $1.5M | 19k | 79.22 |
| 2023-09-30 | $1.3M | 18k | 72.24 |
| 2023-06-30 | $1.4M | 18k | 75.00 |
| 2023-03-31 | $1.3M | 18k | 71.51 |
| 2022-12-31 | $1.2M | 18k | 68.30 |
| 2022-09-30 | $1.2M | 19k | 63.03 |
| 2022-06-30 | $1.2M | 19k | 63.73 |
| 2022-03-31 | $1.4M | 19k | 77.28 |
| 2021-12-31 | $1.6M | 19k | 85.24 |
| 2021-09-30 | $1.6M | 20k | 79.20 |
| 2021-06-30 | $1.6M | 20k | 80.92 |
| 2021-03-31 | $1.7M | 21k | 78.39 |
| 2020-12-31 | $1.6M | 22k | 72.24 |
| 2020-09-30 | $1.2M | 4.9k | 239.17 |
| 2020-06-30 | $1.1M | 4.9k | 223.96 |
| 2020-03-31 | $873k | 4.9k | 178.45 |
| 2019-12-31 | $1.2M | 5.0k | 238.18 |
| 2019-09-30 | $1.1M | 5.1k | 223.88 |
| 2019-06-30 | $1.2M | 5.2k | 226.25 |
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