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Morton Brown Family Wealth »

iShares S&P MidCap 400 Growth shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.5k	16	95.88
2025-06-30	$1.5k	16	91.00
2025-03-31	$7.7k	93	83.28
2024-12-31	$8.5k	93	90.92
2024-09-30	$8.5k	93	91.92

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)

Avantis Emerging Markets Equity Etf Etf (AVEM)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Avantis International Small Cap Value Etf Etf (AVDV)

Avantis U.s. Small Cap Value Etf Etf (AVUV)

Ishares National Muni Bond Etf Etf (MUB)

Schwab Intermediate-term Us Treasury Etf Etf (SCHR)

Spdr S&p 500 Etf Trust Etf (SPY)

Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

Ishares Global Reit Etf Etf (REET)

Vanguard Total International Bond Etf Etf (BNDX)

Pimco Intermed Muni Bond Etf (MUNI)

Ishares Short-term National Muni Bond Etf Etf (SUB)

Vanguard Short-term Corporate Bond Etf Etf (VCSH)

Schwab International Small-cap Equity Etf Etf (SCHC)

View all positions for Morton Brown Family Wealth

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company

Goldman Sachs Group

Pnc Financial Services

Raymond James Financial

Envestnet Asset Management

Financial Engines Advisors L.L.C

D.A. Davidson & Co.

Northwestern Mutual Wealth Management Company

Ameriprise Financial

Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth

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