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iShares S&P MidCap 400 Growth shares owned by SJA Financial Advisory

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

Historical chart of SJA Financial Advisory 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 SJA Financial Advisory 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 SJA Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.5M 107k 79.22
2023-09-30 $7.8M 109k 72.24
2023-06-30 $8.2M 110k 75.00
2023-03-31 $7.9M 111k 71.51
2022-12-31 $7.5M 110k 68.30
2022-09-30 $7.1M 112k 63.02
2022-06-30 $7.2M 113k 63.73
2022-03-31 $8.4M 109k 77.27
2021-12-31 $9.3M 109k 85.26
2021-09-30 $8.7M 110k 79.19
2021-06-30 $9.1M 113k 80.93
2021-03-31 $9.0M 115k 78.37
2020-12-31 $9.1M 126k 72.22
2020-09-30 $8.2M 34k 239.20
2020-06-30 $8.5M 38k 224.03
2020-03-31 $8.0M 45k 178.46
2019-12-31 $10M 44k 238.11
2019-09-30 $9.8M 44k 223.85
2019-06-30 $10M 44k 226.27
2019-03-31 $9.8M 45k 219.10
2018-12-31 $8.5M 45k 191.24
2018-09-30 $9.5M 41k 232.94
2018-06-30 $9.3M 41k 224.79
2018-03-31 $9.2M 42k 218.32
2017-12-31 $9.3M 43k 215.83

More positions owned by SJA Financial Advisory

Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p 500 Index Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Total Bond Market Etf Etf (BND)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Midcap 400 Value Etf Etf (IJJ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares S&p Smallcap 600 Value Etf Etf (IJS)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Reit Index Etf Etf (VNQ)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)

View all positions for SJA Financial Advisory

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
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth