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

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

Historical chart of Smith & Howard 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 Smith & Howard 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 Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $624k 6.5k 95.89
2025-06-30 $311k 3.4k 90.98
2025-03-31 $285k 3.4k 83.27
2024-12-31 $311k 3.4k 90.92
2024-09-30 $314k 3.4k 91.92
2024-06-30 $350k 4.0k 88.12
2024-03-31 $362k 4.0k 91.26
2023-12-31 $223k 2.8k 79.22
2023-09-30 $305k 4.2k 72.24
2023-06-30 $319k 4.3k 75.00
2023-03-31 $304k 4.3k 71.51
2022-09-30 $236k 3.7k 63.02
2021-09-30 $234k 3.0k 79.24
2021-06-30 $239k 3.0k 80.93
2021-03-31 $257k 3.3k 78.45
2020-12-31 $237k 3.3k 72.34
2019-12-31 $227k 955 237.70
2019-03-31 $362k 1.7k 219.26
2018-12-31 $316k 1.7k 191.40
2018-09-30 $396k 1.7k 233.08
2018-06-30 $382k 1.7k 224.84
2018-03-31 $393k 1.8k 218.45
2017-12-31 $388k 1.8k 215.68
2017-09-30 $354k 1.8k 202.17
2017-06-30 $358k 1.8k 196.60
2017-03-31 $348k 1.8k 191.10
2016-12-31 $367k 2.0k 182.13
2016-09-30 $463k 2.7k 174.59
2016-06-30 $443k 2.6k 169.15
2016-03-31 $426k 2.6k 162.66
2015-12-31 $425k 2.6k 160.98
2015-09-30 $427k 2.7k 156.99
2015-06-30 $461k 2.7k 169.49
2015-03-31 $608k 3.5k 171.46
2014-12-31 $579k 3.6k 159.64
2014-09-30 $566k 3.7k 151.46
2014-06-30 $601k 3.8k 157.12
2014-03-31 $572k 3.7k 152.86
2013-12-31 $570k 380k 1.50
2013-09-30 $388k 3.0k 128.69
2013-06-30 $388k 3.0k 128.69
2013-03-31 $410k 3.2k 128.17
2012-12-31 $8.7M 76k 114.41
2012-09-30 $7.5M 67k 111.96
2012-06-30 $6.8M 64k 105.85
2012-03-31 $7.1M 63k 112.44
2011-12-31 $5.9M 60k 98.74

More positions owned by Smith & Howard Wealth Management

Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)

View all positions for Smith & Howard Wealth Management

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth