Greenleaf Trust »

iShares S&P MidCap 400 Growth shares owned by Greenleaf Trust

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

Historical chart of Greenleaf Trust 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 Greenleaf Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Greenleaf Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.3M 93k 79.22
2023-09-30 $5.4M 75k 72.24
2023-06-30 $5.6M 75k 75.00
2023-03-31 $5.4M 76k 71.51
2022-12-31 $5.2M 76k 68.30
2022-09-30 $4.7M 74k 63.02
2022-06-30 $4.8M 75k 63.73
2022-03-31 $5.7M 74k 77.27
2021-12-31 $6.4M 75k 85.26
2021-09-30 $6.1M 77k 79.19
2021-06-30 $6.4M 79k 80.93
2021-03-31 $6.3M 80k 78.36
2020-12-31 $6.1M 85k 72.22
2020-09-30 $5.1M 21k 239.18
2020-06-30 $4.7M 21k 224.00
2020-03-31 $5.5M 31k 178.47
2019-12-31 $8.1M 34k 238.10
2019-09-30 $7.8M 35k 223.85
2019-06-30 $7.8M 35k 226.26
2019-03-31 $7.5M 34k 219.10
2018-12-31 $5.8M 31k 191.22
2018-09-30 $7.0M 30k 232.93
2018-06-30 $6.7M 30k 224.79
2018-03-31 $6.4M 29k 218.33
2017-12-31 $6.1M 28k 215.83
2017-09-30 $5.7M 28k 202.36
2017-06-30 $6.5M 33k 196.62
2017-03-31 $6.0M 32k 190.92
2016-12-31 $5.9M 33k 182.20
2016-09-30 $5.9M 34k 174.72
2016-06-30 $5.9M 35k 169.12
2016-03-31 $4.7M 29k 162.63
2015-12-31 $3.3M 20k 160.98
2015-09-30 $1.5M 9.5k 157.10
2015-06-30 $1.6M 9.7k 169.49
2015-03-31 $2.0M 12k 171.49
2014-12-31 $2.1M 13k 159.63
2014-09-30 $2.3M 15k 151.46
2014-06-30 $4.1M 26k 156.53
2014-03-31 $5.1M 33k 152.91
2013-12-31 $5.4M 36k 150.20
2013-09-30 $5.1M 37k 139.11
2013-06-30 $4.9M 38k 128.82
2013-03-31 $3.4M 38k 89.31
2012-12-31 $4.7M 41k 114.40
2012-09-30 $5.4M 48k 111.96
2012-06-30 $4.1M 39k 105.87
2011-12-31 $3.7M 37k 98.72
2011-09-30 $3.5M 40k 89.83
2011-06-30 $5.4M 49k 110.95
2011-03-31 $5.3M 48k 110.36
2010-12-31 $5.0M 50k 100.72

More positions owned by Greenleaf Trust

Stryker Corporation (SYK)
iShares Core S&P 500 Index Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Apple (AAPL)
iShares Core S&P Midcap 400 Index Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
iShares MSCI Emerging Index Fund MFC Msci Emg Mkt Etf (EEM)
iShares Core S&P Smallcap 600 Index Core S&p Scp Etf (IJR)
Amazon (AMZN)
Alphabet Inc. Cl C CL C (GOOG)
Visa Inc - Class A Cl A (V)
Berkshire Hathaway Cl B Cl B New (BRK.B)
S&P 500 Index ETF Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Meta Platforms Inc. Cl A Cl A (META)

View all positions for Greenleaf Trust

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth