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iShares S&P MidCap 400 Growth shares owned by Ken Roberts Investment Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Ken Roberts Investment Management from 13F filings

Historical chart of Ken Roberts Investment Management 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 Ken Roberts Investment Management 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 Ken Roberts Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $36k 368 96.88
2025-09-30 $35k 368 95.89
2025-06-30 $34k 368 90.98
2025-03-31 $31k 368 83.28
2024-12-31 $34k 368 90.93
2024-03-31 $34k 368 91.25

More positions owned by Ken Roberts Investment Management

Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
Tyson Foods Cl A (TSN)
Alphabet Cap Stk Cl A (GOOGL)
Citigroup Com New (C)
NetApp (NTAP)
Baker Hughes Company Cl A (BKR)
Pimco Etf Tr Multisector Bd (PYLD)
UnitedHealth (UNH)
Huntington Bancshares Incorporated (HBAN)
United Parcel Service CL B (UPS)
Lamar Advertising Cl A (LAMR)
Texas Instruments Incorporated (TXN)
Devon Energy Corporation (DVN)
Key (KEY)

View all positions for Ken Roberts Investment Management

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth