iShares S&P MidCap 400 Growth shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group 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 Independent Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Growth by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $10M | 100k | 100.62 |
| 2025-09-30 | $1.7M | 18k | 95.89 |
| 2025-06-30 | $2.1M | 23k | 90.98 |
| 2025-03-31 | $659k | 7.9k | 83.28 |
| 2024-12-31 | $1.8M | 20k | 90.93 |
| 2024-09-30 | $2.0M | 22k | 91.93 |
| 2024-06-30 | $3.0M | 34k | 88.11 |
| 2024-03-31 | $578k | 6.3k | 91.25 |
| 2023-12-31 | $2.3M | 29k | 79.22 |
| 2023-09-30 | $316k | 4.4k | 72.24 |
| 2023-06-30 | $275k | 3.7k | 75.00 |
| 2023-03-31 | $448k | 6.3k | 71.51 |
| 2022-12-31 | $409k | 6.0k | 68.30 |
| 2022-09-30 | $256k | 4.1k | 63.02 |
| 2022-06-30 | $209k | 3.3k | 63.73 |
| 2022-03-31 | $253k | 3.3k | 77.27 |
| 2021-12-31 | $279k | 3.3k | 85.26 |
| 2021-09-30 | $265k | 3.4k | 79.19 |
| 2021-06-30 | $285k | 3.5k | 80.93 |
| 2021-03-31 | $280k | 3.6k | 78.37 |
| 2020-12-31 | $254k | 3.5k | 72.22 |
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