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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
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
Main Management
Midland Wealth Advisors
MAI Wealth Advisors
Commonwealth Equity Services
Bank of New York Mellon

View all funds holding iShares S&P MidCap 400 Growth