iShares S&P MidCap 400 Growth shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 28k | 95.89 |
| 2025-06-30 | $2.6M | 29k | 90.98 |
| 2025-03-31 | $2.4M | 29k | 83.28 |
| 2024-12-31 | $3.1M | 34k | 90.93 |
| 2024-09-30 | $3.4M | 37k | 91.93 |
| 2024-06-30 | $3.4M | 39k | 88.11 |
| 2024-03-31 | $3.8M | 41k | 91.25 |
| 2023-12-31 | $3.6M | 46k | 79.22 |
| 2023-09-30 | $3.7M | 52k | 72.24 |
| 2023-06-30 | $3.9M | 53k | 74.54 |
| 2023-03-31 | $4.1M | 57k | 71.51 |
| 2022-12-31 | $4.2M | 61k | 68.30 |
| 2022-09-30 | $4.1M | 65k | 63.02 |
| 2022-06-30 | $4.2M | 66k | 63.73 |
| 2022-03-31 | $5.2M | 67k | 77.27 |
| 2021-12-31 | $6.3M | 74k | 85.26 |
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