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iShares S&P MidCap 400 Growth shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 126k 95.89
2025-06-30 $11M 124k 90.98
2025-03-31 $9.7M 116k 83.28
2024-12-31 $10M 115k 90.93
2024-09-30 $11M 115k 91.93
2024-06-30 $10M 114k 88.11
2024-03-31 $11M 117k 91.25
2023-12-31 $5.6M 71k 79.22
2023-09-30 $4.9M 68k 72.24
2023-06-30 $3.9M 51k 75.00
2023-03-31 $3.4M 47k 71.51
2022-12-31 $3.4B 49M 68.30
2022-09-30 $2.8M 45k 63.02
2022-06-30 $3.1M 48k 63.73
2022-03-31 $2.5M 32k 77.27
2021-12-31 $2.8M 32k 85.26
2021-09-30 $2.5M 32k 79.19
2021-06-30 $2.4M 30k 80.93
2021-03-31 $2.4M 30k 78.37
2020-12-31 $2.1M 29k 72.22
2020-09-30 $1.5M 26k 59.80
2020-06-30 $712k 3.2k 224.04
2020-03-31 $3.5M 20k 178.46
2019-12-31 $4.5M 19k 238.11
2019-09-30 $4.2M 19k 223.86
2019-06-30 $4.1M 18k 226.28
2019-03-31 $3.9M 18k 219.10
2018-12-31 $3.4M 18k 191.23
2018-09-30 $4.3M 18k 232.92
2018-06-30 $4.2M 18k 228.80
2018-03-31 $3.7M 17k 218.33
2017-12-31 $3.7M 17k 215.81
2017-09-30 $3.4M 17k 202.35
2017-06-30 $3.3M 17k 196.62
2017-03-31 $3.2M 17k 190.90
2016-12-31 $3.1M 17k 182.22
2016-09-30 $1.5M 8.8k 174.71
2016-06-30 $1.4M 8.5k 169.17
2016-03-31 $1.4M 8.5k 162.60
2015-12-31 $1.4M 8.5k 160.96
2015-09-30 $1.3M 8.5k 157.09
2015-06-30 $1.4M 8.5k 169.52

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth