iShares S&P MidCap 400 Growth shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $50M | 492k | 101.74 |
| 2025-12-31 | $238k | 2.5k | 96.88 |
| 2025-09-30 | $269k | 2.8k | 95.89 |
| 2025-06-30 | $255k | 2.8k | 90.96 |
| 2025-03-31 | $238k | 2.9k | 83.27 |
| 2024-12-31 | $253k | 2.7k | 94.03 |
| 2024-09-30 | $68M | 738k | 91.93 |
| 2024-06-30 | $68M | 769k | 88.11 |
| 2024-03-31 | $68M | 755k | 89.93 |
| 2023-12-31 | $33M | 412k | 79.22 |
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