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iShares S&P MidCap 400 Growth shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors 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 Fortis Group Advisors 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $46k 500 91.00
2024-09-30 $46k 500 92.00
2024-06-30 $44k 500 88.18
2024-03-31 $46k 500 91.32
2023-12-31 $79k 1.0k 79.28
2023-09-30 $36k 500 72.30
2020-09-30 $29k 125 232.00

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple Common Stock (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco S&p MF Closed and MF Open (RSP)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Gold Common Stock (GLD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Russell MF Closed and MF Open (IWO)

View all positions for Fortis Group Advisors

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