iShares S&P MidCap 400 Growth shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 60k | 91.93 |
| 2024-06-30 | $5.2M | 60k | 88.11 |
| 2024-03-31 | $5.3M | 58k | 91.25 |
| 2023-12-31 | $4.3M | 55k | 79.22 |
| 2023-09-30 | $4.0M | 55k | 72.24 |
| 2023-06-30 | $4.3M | 57k | 75.00 |
| 2023-03-31 | $4.1M | 58k | 71.51 |
| 2022-12-31 | $4.0M | 58k | 68.30 |
| 2022-09-30 | $3.7M | 59k | 63.02 |
| 2022-06-30 | $3.8M | 59k | 63.74 |
| 2022-03-31 | $4.7M | 61k | 77.27 |
| 2021-12-31 | $2.9M | 34k | 85.27 |
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