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iShares S&P MidCap 400 Growth shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors 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 Plante Moran Financial Advisors 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $953k 9.8k 96.88
2025-09-30 $540k 5.6k 95.89
2025-06-30 $512k 5.6k 90.98
2025-03-31 $260k 3.1k 83.28
2024-12-31 $284k 3.1k 90.93
2024-09-30 $292k 3.2k 91.93
2024-06-30 $274k 3.1k 88.11
2024-03-31 $291k 3.2k 91.25
2023-12-31 $245k 3.1k 79.22
2023-09-30 $28k 392 72.24
2023-06-30 $50k 664 75.00
2023-03-31 $48k 664 71.51
2022-12-31 $45k 664 68.30
2022-09-30 $42k 664 63.25
2022-06-30 $42k 664 63.25
2022-03-31 $51k 664 76.81
2021-12-31 $57k 664 85.84
2021-09-30 $36k 456 78.95
2021-06-30 $37k 456 81.14
2021-03-31 $36k 456 78.95
2020-12-31 $102k 1.4k 72.03
2020-09-30 $85k 354 240.11
2020-06-30 $11k 47 234.04
2020-03-31 $8.0k 47 170.21
2019-12-31 $11k 47 234.04
2019-09-30 $11k 47 234.04
2019-06-30 $11k 47 234.04
2019-03-31 $10k 47 212.77
2018-12-31 $18k 94 191.49
2018-09-30 $11k 47 234.04
2018-06-30 $11k 47 234.04
2018-03-31 $10k 47 212.77
2017-12-31 $10k 47 212.77
2017-09-30 $10k 47 212.77
2017-06-30 $9.0k 47 191.49
2017-03-31 $9.0k 47 191.49
2016-12-31 $9.0k 47 191.49
2016-09-30 $8.0k 47 170.21
2016-06-30 $8.0k 47 170.21
2016-03-31 $8.0k 47 170.21
2015-12-31 $8.0k 47 170.21
2015-09-30 $7.0k 47 148.94
2015-06-30 $8.0k 47 170.21
2015-03-31 $8.0k 47 170.21
2014-12-31 $8.0k 47 170.21
2014-09-30 $7.0k 47 148.94
2013-09-30 $75k 540 138.89
2013-06-30 $70k 540 129.63

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Plante Moran Financial Advisors

Top funds holding iShares S&P MidCap 400 Growth

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
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth