Family Firm »

iShares S&P MidCap 400 Growth shares owned by Family Firm

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

Historical chart of Family Firm 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 Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 16k 90.93
2024-09-30 $1.5M 16k 91.93
2024-06-30 $1.3M 14k 88.11
2024-03-31 $1.3M 14k 91.25
2023-12-31 $1.2M 15k 79.22
2023-09-30 $1.1M 15k 72.24
2023-06-30 $1.1M 15k 75.00
2023-03-31 $1.1M 15k 71.51
2022-12-31 $1.0M 15k 68.30
2022-09-30 $1.2M 14k 85.27
2022-06-30 $1.2M 14k 85.27
2022-03-31 $1.2M 14k 85.27
2021-12-31 $1.2M 14k 85.27
2021-09-30 $1.2M 15k 83.34
2021-06-30 $1.1M 14k 80.95
2021-03-31 $1.1M 14k 78.34
2020-12-31 $1.1M 14k 75.95
2020-09-30 $1.2M 5.1k 239.26
2020-06-30 $1.2M 5.2k 224.11
2020-03-31 $931k 5.2k 178.42
2019-12-31 $1.2M 5.2k 238.02
2019-09-30 $1.2M 5.5k 223.83
2019-06-30 $1.5M 6.7k 226.23
2019-03-31 $1.5M 6.8k 219.11
2018-12-31 $1.3M 6.8k 191.20
2018-09-30 $912k 3.9k 232.89
2018-06-30 $878k 3.9k 224.67
2018-03-31 $853k 3.9k 218.27
2017-12-31 $871k 4.0k 215.91
2017-09-30 $812k 4.0k 202.24
2017-06-30 $755k 3.8k 196.61
2017-03-31 $727k 3.8k 191.01
2016-12-31 $692k 3.8k 182.11
2016-09-30 $613k 3.5k 174.69
2016-06-30 $593k 3.5k 168.99
2016-03-31 $569k 3.5k 162.52
2015-12-31 $561k 3.5k 161.07
2015-09-30 $546k 3.5k 157.12
2015-06-30 $588k 3.5k 169.50
2015-03-31 $594k 3.5k 171.58
2014-12-31 $551k 3.5k 159.57

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Ishares Tips Bond Etf Etf (TIP)
Apple Stock (AAPL)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Nvidia Corporation Stock (NVDA)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Pnc Financial Services
Goldman Sachs Group
Captrust Financial Advisors
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
Ameriprise Financial
Raymond James & Associates

View all funds holding iShares S&P MidCap 400 Growth