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LBA Wealth Management »

iShares S&P MidCap 400 Growth shares owned by LBA Wealth Management

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

Historical chart of LBA Wealth 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 LBA Wealth 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 LBA Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2017-03-31	$169k	883	191.39
2016-12-31	$161k	883	182.33
2016-09-30	$154k	883	174.41
2016-06-30	$108k	640	168.75
2016-03-31	$94k	576	163.19
2015-12-31	$93k	576	161.46
2015-09-30	$48k	305	157.38
2015-06-30	$52k	305	170.49
2015-03-31	$52k	305	170.49
2014-12-31	$49k	305	160.66
2014-09-30	$46k	305	150.82

More positions owned by LBA Wealth Management

Vanguard Total Bond Market ETF (BND)

SPDR S&P MidCap 400 ETF (MDY)

Vanguard Short Term Corporate Bond ETF (VCSH)

iShares S&P MidCap 400 Index (IJH)

Vanguard Emerging Markets ETF (VWO)

iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)

Ishares Core Msci Eafe Etf core msci eafe (IEFA)

Nuveen Barclays Shrt Term Muni bdfund (SHM)

iShares Lehman Aggregate Bond (AGG)

iShares MSCI EAFE Index Fund (EFA)

Apple (AAPL)

iShares S&P 500 Index (IVV)

Spdr S&p 500 Etf (SPY)

JPMorgan Chase & Co. (JPM)

Microsoft Corporation (MSFT)

View all positions for LBA Wealth Management

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley

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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

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