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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
2024-03-31 $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)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Apple Common Stock (AAPL)
Ishares S&p 100 Mutual Fund/sto (OEF)
Jpmorgan Equity Mutual Fund/sto (JEPI)
Spdr S&p Oil & Gas Explor Mutual Fund/sto (XOP)
Alphabet Common Stock (GOOG)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Spdr Gold Shares Mutual Fund/sto (GLD)

View all positions for Oakworth Capital

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
Raymond James & Associates
D.A. Davidson & Co.
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