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iShares S&P MidCap 400 Growth shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $836k 9.1k 91.93
2024-06-30 $705k 8.0k 88.11
2024-03-31 $734k 8.0k 91.25
2023-12-31 $637k 8.0k 79.22
2023-09-30 $585k 8.1k 72.24
2023-06-30 $582k 7.8k 75.00
2023-03-31 $567k 7.9k 71.51
2022-12-31 $541k 7.9k 68.30
2022-09-30 $500k 7.9k 63.08
2022-06-30 $519k 8.1k 63.74
2022-03-31 $629k 8.1k 77.25
2021-12-31 $694k 8.1k 85.24
2021-09-30 $645k 8.1k 79.20
2021-06-30 $675k 8.3k 80.98
2021-03-31 $663k 8.5k 78.39
2020-12-31 $623k 8.6k 72.24
2020-09-30 $569k 2.4k 239.28
2020-06-30 $551k 2.5k 224.07
2020-03-31 $439k 2.5k 178.53
2019-12-31 $585k 2.5k 237.90
2019-09-30 $566k 2.5k 223.89
2019-06-30 $572k 2.5k 226.27
2019-03-31 $558k 2.5k 219.25
2018-12-31 $472k 2.5k 191.25
2018-09-30 $590k 2.5k 232.83
2018-06-30 $573k 2.5k 224.88
2018-03-31 $547k 2.5k 215.52
2017-12-31 $550k 2.5k 216.71
2017-09-30 $518k 2.6k 196.06
2017-06-30 $532k 2.7k 196.53
2017-03-31 $544k 2.9k 190.88
2016-12-31 $481k 2.7k 178.48
2016-09-30 $467k 2.7k 174.71
2016-06-30 $429k 2.5k 169.10
2016-03-31 $354k 2.2k 162.53
2015-12-31 $343k 2.1k 161.03

More positions owned by Oakworth Capital

Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Builders Firstsource Common Stock (BLDR)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Walmart Common Stock (WMT)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Financial Engines Advisors L.L.C
International Assets Investment Management
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth