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iShares S&P MidCap 400 Growth shares owned by KWMG

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

Historical chart of KWMG 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 KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 1.9k 117.50
2019-03-31 $13k 58 224.14
2018-12-31 $11k 58 189.66
2018-09-30 $14k 58 241.38
2018-06-30 $10k 45 222.22

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Seagate Technology Hldngs Pl Ord Shs (STX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Lam Research Corp Com New (LRCX)
Ishares Tr S&p 500 Val Etf (IVE)
Corning Incorporated (GLW)
Select Sector Spdr Tr St Str Care Etf (XLV)

View all positions for KWMG

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Sherman Porfolios
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Pnc Financial Services
Raymond James Financial
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northern Trust
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Growth