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iShares S&P MidCap 400 Growth shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory Asset 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 Litman Gregory Asset 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $25k 256 96.88
2021-03-31 $20k 256 78.13
2020-12-31 $18k 256 70.31
2020-09-30 $15k 64 234.38
2020-06-30 $14k 64 218.75
2020-03-31 $11k 64 171.88
2019-12-31 $15k 64 234.38
2019-09-30 $14k 64 218.75
2019-06-30 $14k 64 218.75
2019-03-31 $14k 64 218.75
2018-12-31 $12k 64 187.50
2018-09-30 $15k 64 234.38

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Litman Gregory Asset Management

Top funds holding iShares S&P MidCap 400 Growth

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

View all funds holding iShares S&P MidCap 400 Growth