Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

iShares S&P MidCap 400 Growth shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital 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 Holt Capital Advisors, L.L.C. dba Holt Capital 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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $344k 3.7k 91.93
2024-06-30 $330k 3.7k 88.11
2024-03-31 $341k 3.7k 91.25
2023-12-31 $296k 3.7k 79.22
2023-09-30 $270k 3.7k 72.24
2023-06-30 $281k 3.7k 75.00
2023-03-31 $267k 3.7k 71.51
2022-12-31 $255k 3.7k 68.30
2022-09-30 $236k 3.7k 63.10
2022-06-30 $265k 4.2k 63.70
2022-03-31 $321k 4.2k 77.16
2021-12-31 $355k 4.2k 85.34
2021-09-30 $329k 4.2k 79.09
2021-06-30 $337k 4.2k 81.01
2021-03-31 $326k 4.2k 78.37
2020-12-31 $300k 4.2k 72.12
2020-09-30 $255k 1.1k 239.44
2020-06-30 $244k 1.1k 223.85
2020-03-31 $270k 1.5k 178.22
2019-12-31 $361k 1.5k 238.28
2019-09-30 $339k 1.5k 223.76
2019-06-30 $343k 1.5k 226.40
2019-03-31 $332k 1.5k 219.14
2018-12-31 $335k 1.8k 191.10
2018-09-30 $409k 1.8k 232.92
2018-06-30 $366k 1.6k 224.54
2018-03-31 $356k 1.6k 218.40
2017-12-31 $352k 1.6k 215.95
2017-09-30 $334k 1.7k 202.42
2017-06-30 $324k 1.7k 196.36
2017-03-31 $315k 1.7k 190.91
2016-12-31 $301k 1.7k 182.42
2016-09-30 $288k 1.7k 174.55
2016-06-30 $347k 2.1k 169.27
2016-03-31 $268k 1.7k 162.42
2015-12-31 $266k 1.7k 161.21
2015-09-30 $259k 1.7k 156.97
2015-06-30 $280k 1.7k 169.70
2015-03-31 $283k 1.7k 171.52
2014-12-31 $263k 1.7k 159.39
2014-09-30 $250k 1.7k 151.52
2014-06-30 $259k 1.7k 156.97
2014-03-31 $252k 1.7k 152.73
2013-12-31 $248k 1.7k 150.30

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core High Dv Etf (HDV)
Bank of America Corporation (BAC)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Texas Pacific Land Corp (TPL)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

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