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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Growth held by Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P MidCap 400 Growth by Foundation Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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