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iShares S&P MidCap 400 Growth shares owned by Schneider Downs Wealth Management Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Schneider Downs Wealth Management Advisors from 13F filings

Historical chart of Schneider Downs Wealth Management 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 Schneider Downs Wealth Management 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $499k 5.4k 91.93
2024-06-30 $479k 5.4k 88.11
2024-03-31 $496k 5.4k 91.25
2023-12-31 $430k 5.4k 79.22
2023-09-30 $392k 5.4k 72.24
2023-06-30 $417k 5.6k 75.00
2023-03-31 $398k 5.6k 71.51
2022-12-31 $403k 5.9k 68.30
2022-09-30 $342k 5.4k 62.96
2022-06-30 $346k 5.4k 63.70
2022-03-31 $420k 5.4k 77.32
2021-12-31 $463k 5.4k 85.24
2021-09-30 $430k 5.4k 79.16
2021-06-30 $440k 5.4k 81.00
2021-03-31 $426k 5.4k 78.42
2020-12-31 $392k 5.4k 72.16
2020-09-30 $325k 1.4k 239.32
2020-06-30 $304k 1.4k 223.86
2020-03-31 $246k 1.4k 178.78
2019-12-31 $328k 1.4k 238.37
2019-09-30 $308k 1.4k 223.84
2019-06-30 $311k 1.4k 226.02
2019-03-31 $305k 1.4k 219.27
2018-12-31 $260k 1.4k 191.46
2018-09-30 $243k 1.0k 232.98
2018-06-30 $234k 1.0k 224.35
2018-03-31 $228k 1.0k 218.60
2017-12-31 $225k 1.0k 215.72
2017-09-30 $211k 1.0k 202.30
2017-06-30 $205k 1.0k 196.55

More positions owned by Schneider Downs Wealth Management Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Schneider Downs Wealth Management Advisors

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Financial Engines Advisors L.L.C
International Assets Investment Management
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth