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iShares S&P MidCap 400 Growth shares owned by Fee-Only Financial Planning, L.C.

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Fee-Only Financial Planning, L.C. from 13F filings

Historical chart of Fee-Only Financial Planning, L.C. 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 Fee-Only Financial Planning, L.C. 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 Fee-Only Financial Planning, L.C.

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 2.6k 95.89
2025-06-30 $233k 2.6k 90.98
2025-03-31 $213k 2.6k 83.28
2024-12-31 $233k 2.6k 90.93
2024-09-30 $235k 2.6k 91.93
2024-06-30 $226k 2.6k 88.11
2024-03-31 $234k 2.6k 91.25
2023-12-31 $203k 2.6k 79.22