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iShares S&P MidCap 400 Growth shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $93k 967 95.88
2025-06-30 $88k 966 91.01
2025-03-31 $80k 966 83.26
2024-12-31 $107k 1.2k 90.95
2024-09-30 $108k 1.2k 91.89
2024-03-31 $294k 3.2k 91.25
2023-12-31 $455k 5.7k 79.21