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iShares S&P MidCap 400 Growth shares owned by Hefty Wealth Partners

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

Historical chart of Hefty Wealth Partners 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 Hefty Wealth Partners 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 Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $477k 2.2k 218.31
2017-12-31 $467k 2.2k 215.90
2017-09-30 $451k 2.2k 202.51
2017-06-30 $433k 2.2k 196.37
2017-03-31 $428k 2.2k 190.65
2016-12-31 $422k 2.3k 181.97
2016-09-30 $417k 2.4k 174.48
2016-06-30 $458k 2.7k 168.82
2016-03-31 $538k 3.3k 162.44
2015-12-31 $628k 3.9k 160.90