iShares S&P MidCap 400 Growth shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $80k | 832 | 95.89 |
| 2025-06-30 | $76k | 832 | 90.98 |
| 2025-03-31 | $69k | 832 | 83.28 |
| 2024-12-31 | $76k | 832 | 90.93 |
| 2024-09-30 | $77k | 832 | 91.93 |
| 2024-06-30 | $73k | 832 | 88.11 |
| 2024-03-31 | $76k | 832 | 91.25 |
| 2023-12-31 | $66k | 832 | 79.22 |
| 2023-09-30 | $60k | 832 | 72.24 |
| 2023-06-30 | $62k | 832 | 75.00 |
| 2023-03-31 | $60k | 832 | 71.51 |
| 2022-12-31 | $57k | 832 | 68.51 |
| 2022-09-30 | $103k | 1.6k | 63.11 |
| 2022-06-30 | $96k | 1.5k | 63.49 |
| 2022-03-31 | $117k | 1.5k | 77.38 |
| 2021-12-31 | $71k | 832 | 85.34 |
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