iShares S&P MidCap 400 Growth shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 2.3k | 95.89 |
| 2025-06-30 | $213k | 2.3k | 90.98 |
| 2025-03-31 | $206k | 2.5k | 83.28 |
| 2024-12-31 | $239k | 2.6k | 90.93 |
| 2023-12-31 | $193k | 2.4k | 79.22 |
| 2023-03-31 | $208k | 2.9k | 71.51 |
| 2022-12-31 | $213k | 3.1k | 68.30 |
| 2022-06-30 | $142k | 2.2k | 63.73 |
| 2022-03-31 | $201k | 2.6k | 78.00 |
| 2021-12-31 | $271k | 3.2k | 85.19 |
| 2021-09-30 | $255k | 3.2k | 79.05 |
| 2021-06-30 | $264k | 3.3k | 81.08 |
| 2021-03-31 | $255k | 3.3k | 78.32 |
| 2020-12-31 | $278k | 3.8k | 72.25 |
| 2020-09-30 | $230k | 962 | 239.09 |
| 2020-06-30 | $244k | 1.1k | 223.65 |
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