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iShares S&P MidCap 400 Growth shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp 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 Planning Capital Management Corp 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 Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $619k 6.7k 91.93
2024-06-30 $708k 8.0k 88.11
2024-03-31 $732k 8.0k 91.25
2023-12-31 $494k 6.2k 79.22

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Southern Company (SO)
Air Products & Chemicals (APD)
Kellogg Company (K)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Planning Capital Management Corp

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Goldman Sachs Group
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Ameriprise Financial
Financial Engines Advisors L.L.C
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth