iShares S&P MidCap 400 Growth shares owned by PCG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by PCG Wealth Advisors
from 13F filings
Historical chart of PCG 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 PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $438k | 4.6k | 95.89 |
| 2025-06-30 | $421k | 4.6k | 90.97 |
| 2025-03-31 | $385k | 4.6k | 83.28 |
| 2024-12-31 | $411k | 4.5k | 90.93 |
| 2024-09-30 | $414k | 4.5k | 91.93 |
| 2024-06-30 | $397k | 4.5k | 88.11 |
| 2024-03-31 | $411k | 4.5k | 91.26 |
| 2023-12-31 | $356k | 4.5k | 79.21 |
| 2023-09-30 | $437k | 6.0k | 72.24 |
| 2023-06-30 | $453k | 6.0k | 75.00 |
| 2023-03-31 | $432k | 6.0k | 71.51 |
| 2022-12-31 | $411k | 6.0k | 68.30 |
| 2022-09-30 | $757k | 12k | 62.95 |
| 2022-06-30 | $382k | 6.0k | 63.71 |
| 2022-03-31 | $463k | 6.0k | 77.35 |
| 2021-12-31 | $643k | 7.6k | 85.15 |
Top funds holding iShares S&P MidCap 400 Growth
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