EPG Wealth Management »

iShares S&P MidCap 400 Growth shares owned by EPG Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by EPG Wealth Management from 13F filings

Historical chart of EPG Wealth Management 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 EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9k 72 95.89
2025-06-30 $6.6k 72 90.99
2025-03-31 $6.0k 72 83.28
2024-12-31 $6.5k 72 90.93
2024-09-30 $6.6k 72 91.93
2024-06-30 $0 0 0.00
2024-03-31 $6.6k 72 91.25
2023-12-31 $5.9k 72 81.44
2023-09-30 $5.2k 72 72.24
2020-03-31 $0 0 0.00
2019-12-31 $25k 107 233.64

More positions owned by EPG Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
JPMorgan Chase & Co. (JPM)
Quanta Services (PWR)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for EPG Wealth Management

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
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

View all funds holding iShares S&P MidCap 400 Growth