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iShares S&P MidCap 400 Growth shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.3M 92k 79.22
2023-09-30 $6.7M 92k 72.24
2023-06-30 $7.0M 94k 75.35
2023-03-31 $6.6M 93k 71.51
2022-12-31 $760k 92k 8.24
2022-09-30 $6.0M 95k 63.02
2022-06-30 $6.1M 96k 63.73
2022-03-31 $7.4M 95k 77.26
2021-12-31 $8.3M 98k 85.25
2021-09-30 $9.4M 119k 79.19
2021-06-30 $8.2M 102k 80.93
2021-03-31 $8.3M 105k 78.37
2020-12-31 $15M 200k 72.22
2020-09-30 $11M 45k 237.88
2020-06-30 $9.2M 41k 224.04
2020-03-31 $5.9M 33k 178.47
2019-12-31 $8.6M 36k 238.10
2019-09-30 $7.7M 34k 224.73
2019-06-30 $6.9M 31k 222.79
2019-03-31 $6.5M 30k 216.06
2018-12-31 $5.8M 30k 191.22
2018-09-30 $6.5M 28k 232.95
2018-06-30 $4.6M 21k 224.98
2018-03-31 $12M 56k 218.33
2017-12-31 $3.4M 16k 214.53
2017-09-30 $5.8M 29k 204.95
2017-06-30 $5.5M 28k 196.65
2017-03-31 $5.1M 80k 63.78
2016-12-31 $4.4M 24k 185.16
2016-09-30 $4.0M 23k 172.93
2016-06-30 $4.3M 25k 174.95
2016-03-31 $3.7M 22k 169.32
2015-12-31 $4.7M 29k 160.77
2015-09-30 $4.6M 29k 156.99
2015-06-30 $4.8M 28k 169.57
2015-03-31 $4.3M 25k 171.51
2014-12-31 $6.8M 42k 159.67
2014-09-30 $6.1M 41k 151.45
2014-06-30 $6.3M 40k 157.07
2014-03-31 $5.4M 36k 152.91
2013-12-31 $47M 35k 1353.19

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth