iShares S&P MidCap 400 Growth shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $817k | 8.9k | 91.93 |
| 2024-06-30 | $1.5M | 8.9k | 166.87 |
| 2024-03-31 | $811k | 8.9k | 91.25 |
| 2023-12-31 | $706k | 8.9k | 79.22 |
| 2023-09-30 | $642k | 8.9k | 72.24 |
| 2023-06-30 | $667k | 8.9k | 75.00 |
| 2023-03-31 | $636k | 8.9k | 71.51 |
| 2022-12-31 | $607k | 8.9k | 68.30 |
| 2022-09-30 | $1.1M | 18k | 62.98 |
| 2022-06-30 | $1.1M | 18k | 63.75 |
| 2022-03-31 | $1.4M | 19k | 77.22 |
| 2021-12-31 | $1.6M | 19k | 85.26 |
| 2021-09-30 | $1.5M | 19k | 79.17 |
| 2021-06-30 | $1.6M | 20k | 80.93 |
| 2021-03-31 | $2.1M | 27k | 78.37 |
| 2020-12-31 | $2.0M | 27k | 72.21 |
| 2020-09-30 | $1.7M | 7.0k | 239.20 |
| 2020-06-30 | $1.7M | 7.4k | 224.00 |
| 2020-03-31 | $1.4M | 7.7k | 178.48 |
| 2019-12-31 | $1.9M | 8.1k | 238.18 |
| 2019-09-30 | $1.8M | 8.1k | 223.85 |
| 2019-06-30 | $2.0M | 8.9k | 226.18 |
| 2019-03-31 | $1.2M | 5.3k | 219.26 |
| 2018-12-31 | $1.7M | 908 | 1910.79 |
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