iShares S&P MidCap 400 Growth shares owned by Foundation Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Foundation Wealth Management
from 13F filings
Historical chart of Foundation Wealth Management investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Foundation Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 23k | 95.89 |
| 2025-06-30 | $2.0M | 22k | 90.98 |
| 2025-03-31 | $1.6M | 19k | 83.28 |
| 2024-12-31 | $1.8M | 19k | 90.93 |
| 2024-09-30 | $1.8M | 19k | 91.94 |
| 2024-06-30 | $1.7M | 20k | 88.12 |
| 2024-03-31 | $1.8M | 20k | 91.26 |
| 2023-12-31 | $1.7M | 21k | 79.22 |
| 2023-09-30 | $1.5M | 21k | 72.24 |
| 2023-06-30 | $1.7M | 22k | 75.00 |
| 2023-03-31 | $1.5M | 21k | 71.51 |
| 2022-12-31 | $1.6M | 23k | 68.30 |
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