iShares S&P MidCap 400 Growth shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 57k | 91.93 |
| 2024-06-30 | $5.0M | 57k | 88.11 |
| 2024-03-31 | $5.0M | 55k | 91.25 |
| 2023-12-31 | $4.4M | 56k | 79.22 |
| 2023-09-30 | $4.0M | 55k | 72.24 |
| 2023-06-30 | $4.2M | 14k | 304.33 |
| 2023-03-31 | $645k | 6.3k | 102.77 |
| 2022-12-31 | $3.8M | 55k | 68.30 |
| 2022-09-30 | $3.6M | 58k | 63.02 |
| 2022-06-30 | $3.9M | 62k | 63.73 |
| 2022-03-31 | $4.6M | 60k | 77.27 |
| 2021-12-31 | $5.4M | 63k | 85.25 |
| 2021-09-30 | $5.0M | 2.9k | 1746.85 |
| 2021-06-30 | $4.9M | 61k | 80.92 |
| 2021-03-31 | $4.8M | 61k | 78.36 |
| 2020-12-31 | $1.5M | 20k | 72.23 |
| 2020-09-30 | $1.2M | 5.1k | 239.25 |
| 2020-06-30 | $1.3M | 5.6k | 224.03 |
| 2020-03-31 | $1.4M | 7.9k | 178.47 |
| 2019-12-31 | $2.7M | 11k | 238.15 |
| 2019-09-30 | $2.0M | 9.1k | 223.83 |
| 2019-06-30 | $2.3M | 9.9k | 226.29 |
| 2019-03-31 | $2.4M | 11k | 219.06 |
| 2018-12-31 | $1.7M | 9.0k | 191.21 |
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