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

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

Historical chart of Heartwood 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 Heartwood 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $926k 10k 91.93
2024-06-30 $887k 10k 88.11
2024-03-31 $919k 10k 91.25
2023-12-31 $801k 10k 79.22
2023-09-30 $730k 10k 72.24
2023-06-30 $758k 10k 75.00
2023-03-31 $723k 10k 71.51
2022-12-31 $690k 10k 68.30

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Financial Engines Advisors L.L.C
International Assets Investment Management
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth