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iShares S&P MidCap 400 Growth shares owned by Rodgers & Associates

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

Historical chart of Rodgers & Associates 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 Rodgers & Associates 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 Rodgers & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 72k 79.22
2023-09-30 $5.1M 71k 72.24
2023-06-30 $5.3M 71k 75.00
2023-03-31 $5.1M 71k 71.51
2022-12-31 $4.2M 62k 68.30
2022-09-30 $3.9M 62k 63.02
2022-06-30 $3.8M 60k 63.73
2022-03-31 $4.3M 55k 77.27
2021-12-31 $4.6M 54k 85.26
2021-09-30 $4.4M 55k 79.19
2021-06-30 $4.5M 56k 80.94
2021-03-31 $4.4M 56k 78.37
2020-12-31 $4.1M 57k 72.22

More positions owned by Rodgers & Associates

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for Rodgers & Associates

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