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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

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Family Firm

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 17k 90.98
2025-03-31 $1.4M 17k 83.28
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 $904k 14k 63.03
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)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Nvidia Corporation Stock (NVDA)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares International Treasury Bond Etf Etf (IGOV)
Apple Stock (AAPL)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Family Firm

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