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iShares S&P MidCap 400 Growth shares owned by LWS Wealth Advisors

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

Historical chart of LWS Wealth Advisors 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 LWS Wealth Advisors 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 LWS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $704k 8.9k 79.27
2023-09-30 $638k 8.8k 72.22
2023-06-30 $674k 9.0k 74.97
2023-03-31 $628k 8.8k 71.47
2022-12-31 $629k 9.2k 68.30
2022-09-30 $626k 9.9k 62.99
2022-06-30 $576k 9.0k 63.73
2022-03-31 $672k 8.7k 77.23
2021-12-31 $735k 8.6k 85.24
2021-09-30 $682k 8.6k 79.15
2021-06-30 $694k 8.6k 80.97
2021-03-31 $856k 11k 78.33
2020-12-31 $1.2M 17k 72.20
2020-09-30 $1.0M 4.2k 239.24
2020-06-30 $960k 4.3k 224.09
2020-03-31 $1.0M 5.7k 178.35
2019-12-31 $2.2M 9.4k 238.14

More positions owned by LWS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)
Spdr Ser Tr SPDR S&P1500VL (VLU)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for LWS Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Goldman Sachs Group
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Ameriprise Financial
Financial Engines Advisors L.L.C
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth