iShares S&P MidCap 400 Growth shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 2.3k | 95.89 |
| 2025-06-30 | $208k | 2.3k | 90.97 |
| 2024-12-31 | $208k | 2.3k | 90.94 |
| 2024-09-30 | $210k | 2.3k | 91.94 |
| 2024-06-30 | $201k | 2.3k | 88.04 |
| 2024-03-31 | $208k | 2.3k | 91.19 |
| 2023-12-31 | $217k | 2.7k | 79.31 |
| 2021-12-31 | $208k | 2.4k | 85.00 |
| 2021-09-30 | $201k | 2.5k | 79.35 |
| 2021-06-30 | $205k | 2.5k | 80.96 |
| 2021-03-31 | $190k | 2.5k | 75.10 |
| 2020-12-31 | $190k | 2.5k | 75.10 |
| 2020-09-30 | $151k | 632 | 238.92 |
| 2020-06-30 | $142k | 632 | 224.68 |
| 2020-03-31 | $108k | 603 | 179.10 |
| 2019-12-31 | $144k | 603 | 238.81 |
| 2019-09-30 | $135k | 602 | 224.25 |
| 2019-06-30 | $321k | 1.4k | 226.38 |
| 2019-03-31 | $131k | 601 | 217.97 |
| 2018-12-31 | $114k | 600 | 190.00 |
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