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

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

Historical chart of Ibex 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 Ibex 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $564k 4.8k 117.51
2026-03-31 $493k 4.9k 100.62
2025-09-30 $549k 5.7k 95.88
2021-06-30 $2.5M 30k 80.92
2021-03-31 $2.4M 31k 78.37
2019-06-30 $2.0k 11 181.82
2016-12-31 $6.0k 35 171.43

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Nvidia Corp Common Stock (NVDA)
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Apple Common Stock (AAPL)
Vertiv Holdings Common Stock (VRT)
Microsoft Corp Common Stock (MSFT)
Williams Cos Common Stock (WMB)
Dell Technologies Common Stock (DELL)
Alphabet Common Stock (GOOGL)
Applovin Corp Common Stock (APP)
Palantir Technologies Common Stock (PLTR)
Jackson Financial Common Stock (JXN)
Amazon Common Stock (AMZN)
F/m U S MF Closed and MF Open (TBIL)
Lam Research Common Stock (LRCX)

View all positions for Ibex Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Sherman Porfolios
Goldman Sachs Group
Envestnet Asset Management
Pnc Financial Services
UBS Group
Pinkerton Retirement Specialists
Raymond James Financial
LPL Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Growth