KPP Advisory Services »

iShares S&P MidCap 400 Growth shares owned by KPP Advisory Services

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by KPP Advisory Services from 13F filings

Historical chart of KPP Advisory Services 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 KPP Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by KPP Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $428k 4.5k 95.89
2025-06-30 $406k 4.5k 90.98
2025-03-31 $386k 4.6k 83.28

More positions owned by KPP Advisory Services

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
John Hancock Exchange Traded Multifactor Mi (JHMM)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
First Tr Exchange-traded Growth Strength (FTGS)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for KPP Advisory Services

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
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

View all funds holding iShares S&P MidCap 400 Growth