Pathstone Holdings »

iShares S&P MidCap 400 Growth shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 38k 95.89
2025-06-30 $3.1M 35k 90.98
2025-03-31 $2.9M 35k 83.28
2024-12-31 $3.2M 35k 90.94
2024-09-30 $3.4M 37k 91.92
2024-06-30 $3.3M 37k 88.11
2024-03-31 $3.6M 40k 91.25
2023-12-31 $3.0M 38k 79.22

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding iShares S&P MidCap 400 Growth

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

View all funds holding iShares S&P MidCap 400 Growth