iShares S&P MidCap 400 Growth shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $378k | 5.2k | 72.24 |
| 2023-06-30 | $392k | 5.2k | 75.00 |
| 2023-03-31 | $374k | 5.2k | 71.51 |
| 2022-12-31 | $363k | 5.3k | 68.30 |
| 2022-09-30 | $335k | 5.3k | 63.06 |
| 2022-06-30 | $340k | 5.3k | 63.69 |
| 2022-03-31 | $419k | 5.4k | 77.22 |
| 2021-12-31 | $471k | 5.5k | 85.33 |
| 2021-09-30 | $529k | 6.7k | 79.17 |
| 2021-06-30 | $541k | 6.7k | 80.98 |
| 2021-03-31 | $524k | 6.7k | 78.44 |
| 2020-12-31 | $483k | 6.7k | 72.28 |
| 2020-09-30 | $399k | 1.7k | 239.13 |
| 2020-06-30 | $398k | 1.8k | 224.09 |
| 2020-03-31 | $317k | 1.8k | 178.33 |
| 2019-12-31 | $424k | 1.8k | 237.93 |
| 2017-12-31 | $74k | 335 | 222.22 |
| 2017-09-30 | $67k | 335 | 200.00 |
| 2017-06-30 | $67k | 335 | 200.00 |
| 2017-03-31 | $64k | 335 | 189.66 |
| 2016-12-31 | $53k | 290 | 182.76 |
| 2016-09-30 | $51k | 290 | 175.86 |
| 2016-06-30 | $49k | 290 | 168.97 |
| 2016-03-31 | $47k | 290 | 162.07 |
| 2015-12-31 | $128k | 796 | 160.80 |
| 2015-09-30 | $69k | 437 | 157.89 |
| 2015-06-30 | $74k | 437 | 169.34 |
| 2015-03-31 | $306k | 1.8k | 171.24 |
| 2014-09-30 | $270k | 1.8k | 151.09 |
| 2014-06-30 | $299k | 1.9k | 156.63 |
| 2014-03-31 | $292k | 1.9k | 152.96 |
| 2013-12-31 | $286k | 1.9k | 149.82 |
| 2013-09-30 | $265k | 1.9k | 138.82 |
| 2013-06-30 | $246k | 1.9k | 128.86 |
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