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iShares S&P MidCap 400 Growth shares owned by Genesis Private Wealth

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Genesis Private Wealth from 13F filings

Historical chart of Genesis Private Wealth 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 Genesis Private Wealth 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 Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 16k 96.88

More positions owned by Genesis Private Wealth

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pgim Etf Tr Total Return Bon (PTRB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Intermed Term (BIV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Genesis Private Wealth

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Envestnet Asset Management
Raymond James Financial
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northern Trust
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Jpmorgan Chase & Co
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth