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iShares S&P MidCap 400 Growth shares owned by Security National Trust

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

Historical chart of Security National Trust 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 Security National Trust 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 Security National Trust

Quarter filed Position value Share count Share price at filing
2021-09-30 $5.0M 62k 80.89
2021-06-30 $5.1M 62k 80.93
2021-03-31 $5.1M 66k 78.37
2020-12-31 $4.6M 64k 72.22
2020-09-30 $3.7M 15k 239.16
2020-06-30 $3.4M 15k 224.01
2020-03-31 $2.7M 15k 178.74
2019-12-31 $3.5M 15k 238.12
2019-09-30 $3.3M 15k 223.83
2019-06-30 $3.3M 15k 226.25
2019-03-31 $3.1M 14k 219.14
2018-12-31 $2.5M 13k 190.87
2018-09-30 $3.0M 13k 232.56
2018-06-30 $2.8M 13k 225.12
2018-03-31 $2.8M 13k 218.60
2017-12-31 $2.8M 13k 216.00
2017-09-30 $2.4M 12k 202.05
2017-06-30 $2.1M 11k 196.57
2017-03-31 $2.0M 11k 190.70
2016-12-31 $1.7M 9.5k 182.25
2016-09-30 $1.6M 9.1k 174.29
2016-06-30 $1.6M 9.3k 168.57
2016-03-31 $1.5M 9.3k 162.86
2015-12-31 $1.4M 8.8k 161.43
2015-09-30 $1.3M 8.6k 156.36
2015-06-30 $1.3M 8.3k 159.61
2015-03-31 $1.3M 8.3k 159.61
2014-12-31 $1.3M 8.3k 159.61
2014-09-30 $1.2M 8.1k 151.42
2014-06-30 $1.3M 8.0k 157.13
2014-03-31 $1.2M 8.1k 152.98
2013-12-31 $1.2M 8.0k 150.23
2013-09-30 $1.1M 7.9k 139.15
2013-06-30 $1.1M 8.3k 128.83
2012-12-31 $1.0M 8.8k 114.45

More positions owned by Security National Trust

Apple (AAPL)
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Home Depot (HD)
Amazon (AMZN)
Thermo Fisher Scientific Inccom (TMO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Paypal Holdings (PYPL)
Automatic Data Processing Incom (ADP)
Disney Walt Com Disney (DIS)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Sp Smcp600gr Etf (IJT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Security National Trust

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Goldman Sachs Group
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Ameriprise Financial
Financial Engines Advisors L.L.C
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth