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

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 73k 79.22
2023-09-30 $4.4M 61k 72.24
2023-06-30 $4.4M 59k 75.00
2023-03-31 $3.9M 54k 71.51
2022-12-31 $3.7M 54k 68.30
2022-09-30 $3.6M 57k 63.02
2022-06-30 $3.6M 57k 63.73
2022-03-31 $4.4M 57k 77.27
2021-12-31 $5.1M 59k 85.26
2021-09-30 $4.7M 59k 79.19
2021-06-30 $1.0k 16 62.50
2016-03-31 $8.0k 51 156.86
2015-12-31 $8.0k 51 156.86