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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All positions including iShares S&P MidCap 400 Growth held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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