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iShares S&P MidCap 400 Growth shares owned by Goldenstone Wealth Management

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

Historical chart of Goldenstone 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 Goldenstone Wealth Management 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 Goldenstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $377k 3.9k 96.88

More positions owned by Goldenstone Wealth Management

Innovator Etfs Trust Etf (DDTN)
Wisdomtree Tr Etf (USFR)
First Tr Exchng Traded Fd Vi Etf (BUFR)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchng Traded Fd Vi Etf (BUFZ)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Etf (BUFQ)
First Tr Exchange-traded Etf (SDVY)
Meta Platforms Cl A (META)
Applied Materials (AMAT)
Broadcom (AVGO)
Asml Holding N V N Y Registry Shs (ASML)

View all positions for Goldenstone Wealth Management

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
Bank of New York Mellon
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth