iShares S&P MidCap 400 Growth shares owned by River Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth 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 River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P MidCap 400 Growth by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 18k | 95.89 |
| 2025-06-30 | $1.4M | 16k | 90.98 |
| 2025-03-31 | $1.3M | 16k | 83.28 |
| 2024-12-31 | $1.5M | 16k | 90.93 |
| 2024-09-30 | $1.5M | 16k | 91.93 |
| 2024-03-31 | $1.5M | 17k | 91.25 |
| 2023-12-31 | $1.3M | 17k | 79.22 |
| 2023-09-30 | $1.0M | 14k | 72.24 |
| 2023-06-30 | $1.1M | 14k | 75.00 |
| 2023-03-31 | $1.0M | 14k | 71.51 |
| 2022-12-31 | $1.3M | 19k | 68.30 |
| 2022-09-30 | $1.2M | 19k | 63.04 |
| 2022-06-30 | $998k | 16k | 63.72 |
| 2022-03-31 | $1.2M | 16k | 77.32 |
| 2021-12-31 | $1.4M | 16k | 85.26 |
| 2021-09-30 | $1.3M | 16k | 79.18 |
| 2021-06-30 | $1.3M | 17k | 80.92 |
| 2021-03-31 | $1.3M | 17k | 78.38 |
| 2020-12-31 | $1.2M | 16k | 72.21 |
| 2020-09-30 | $1.4M | 5.9k | 239.25 |
| 2020-06-30 | $1.0M | 4.6k | 224.05 |
| 2020-03-31 | $264k | 1.5k | 178.14 |
| 2019-12-31 | $374k | 1.6k | 238.06 |
| 2018-12-31 | $68k | 358 | 189.94 |
| 2018-09-30 | $83k | 358 | 231.84 |
| 2018-06-30 | $80k | 358 | 223.46 |
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