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
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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 |
Top funds holding iShares S&P MidCap 400 Growth
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