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iShares S&P MidCap 400 Growth shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors 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 HCR Wealth Advisors 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $379k 3.9k 96.88
2025-09-30 $377k 3.9k 96.25
2025-06-30 $356k 3.9k 90.98
2025-03-31 $332k 4.0k 83.28
2024-12-31 $363k 4.0k 90.93
2024-09-30 $367k 4.0k 91.93
2024-06-30 $352k 4.0k 88.11
2024-03-31 $364k 4.0k 91.25
2023-12-31 $316k 4.0k 79.22

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)
iShares Core S&P 500 ETF Etf (IVV)
Alphabet Common Stock (GOOGL)
Microsoft Common Stock (MSFT)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
iShares Core S&P Small-Cap ETF Etf (IJR)
Meta Platforms Common Stock (META)
Palo Alto Networks Common Stock (PANW)
Amazon.Com Common Stock (AMZN)

View all positions for HCR Wealth Advisors

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