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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
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

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Smith & Howard Wealth Management

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