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iShares S&P MidCap 400 Growth shares owned by Independence Financial Advisors

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

Historical chart of Independence Financial 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 Independence Financial 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 Independence Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4M 66k 96.88
2025-09-30 $6.1M 64k 95.89
2025-06-30 $5.5M 60k 90.98

More positions owned by Independence Financial Advisors

Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Conv Bd Etf (ICVT)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Independence Financial 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