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iShares S&P MidCap 400 Growth shares owned by NewEdge Wealth

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

Historical chart of NewEdge 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 NewEdge 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 NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 41k 96.88
2025-09-30 $293k 3.1k 95.70
2025-06-30 $282k 3.1k 92.30
2025-03-31 $244k 2.9k 83.28
2024-12-31 $215k 2.4k 90.93
2024-09-30 $217k 2.4k 91.93
2024-06-30 $208k 2.4k 88.11
2024-03-31 $206k 2.4k 87.00

More positions owned by NewEdge Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Blackstone Group Inc Com Cl A (BX)
Wells Fargo & Company (WFC)
Abbvie (ABBV)

View all positions for NewEdge Wealth

Top funds holding iShares S&P MidCap 400 Growth

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

View all funds holding iShares S&P MidCap 400 Growth