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iShares S&P MidCap 400 Growth shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management 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 Northern Oak Capital Management 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 278k 79.22
2023-09-30 $21M 286k 72.24
2023-06-30 $23M 300k 75.00
2023-03-31 $23M 317k 71.51
2022-12-31 $24M 347k 68.30
2022-09-30 $23M 357k 63.02
2022-06-30 $24M 380k 63.73
2022-03-31 $30M 387k 77.27
2021-12-31 $33M 389k 85.26
2021-09-30 $31M 390k 79.19
2021-06-30 $31M 385k 80.93
2021-03-31 $29M 374k 78.37
2020-12-31 $28M 393k 72.22
2020-09-30 $26M 108k 239.18
2020-06-30 $24M 108k 224.02
2020-03-31 $16M 87k 178.46
2019-12-31 $20M 84k 238.11
2019-09-30 $22M 99k 223.86
2019-06-30 $22M 99k 226.27
2019-03-31 $21M 97k 219.10
2018-12-31 $19M 98k 191.23
2018-09-30 $23M 98k 232.94
2018-06-30 $22M 98k 224.78
2018-03-31 $21M 97k 218.33
2017-12-31 $21M 97k 215.82
2017-09-30 $20M 96k 202.36
2017-06-30 $19M 96k 196.62
2017-03-31 $18M 96k 190.91
2016-12-31 $18M 98k 182.20
2016-09-30 $17M 96k 174.73
2016-06-30 $16M 96k 169.11
2016-03-31 $16M 96k 162.61
2015-12-31 $15M 96k 160.96
2015-09-30 $14M 92k 157.09
2015-06-30 $16M 92k 169.50
2015-03-31 $16M 92k 171.51
2014-12-31 $15M 91k 159.67
2014-09-30 $13M 89k 151.45
2014-06-30 $14M 90k 157.08
2014-03-31 $14M 88k 152.92
2013-12-31 $13M 88k 150.20
2013-09-30 $12M 88k 139.11
2013-06-30 $11M 87k 128.83
2013-03-31 $11M 87k 128.14
2012-12-31 $11M 95k 114.41
2012-09-30 $11M 95k 111.96
2012-06-30 $9.9M 93k 105.86
2012-03-31 $9.6M 85k 112.44
2011-12-31 $8.1M 83k 98.74
2011-09-30 $7.6M 84k 89.83
2011-06-30 $8.9M 80k 110.94
2011-03-31 $8.1M 73k 110.36
2010-12-31 $8.6M 86k 100.72

More positions owned by Northern Oak Capital Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Abbvie (ABBV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)

View all positions for Northern Oak Capital Management

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth