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iShares S&P MidCap 400 Growth shares owned by Shrier Wealth Management

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

Historical chart of Shrier Wealth Management 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 Shrier Wealth Management 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 Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $276k 2.3k 117.50
2026-03-31 $236k 2.3k 100.62
2025-12-31 $227k 2.3k 96.88

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust St Str Sp Div (SDY)
JPMorgan Chase & Co. (JPM)
Williams Companies (WMB)
Enbridge (ENB)
Exxon Mobil Corporation (XOM)
Procter & Gamble Company (PG)
Ishares Gold Tr Ishares New (IAU)

View all positions for Shrier Wealth Management

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Sherman Porfolios
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Pnc Financial Services
Pinkerton Retirement Specialists
Raymond James Financial
LPL Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Northern Trust

View all funds holding iShares S&P MidCap 400 Growth