iShares S&P MidCap 400 Growth shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 118k | 91.93 |
| 2024-06-30 | $11M | 120k | 88.11 |
| 2024-03-31 | $11M | 119k | 91.25 |
| 2023-12-31 | $9.6M | 122k | 79.22 |
| 2023-09-30 | $9.4M | 130k | 72.24 |
| 2023-06-30 | $10M | 135k | 75.00 |
| 2023-03-31 | $8.0M | 111k | 71.51 |
| 2022-12-31 | $7.4M | 109k | 68.30 |
| 2022-09-30 | $6.0M | 96k | 63.01 |
| 2022-06-30 | $5.3M | 83k | 63.73 |
| 2022-03-31 | $5.5M | 71k | 77.26 |
| 2021-12-31 | $6.0M | 71k | 85.17 |
| 2021-09-30 | $4.7M | 59k | 79.19 |
| 2021-06-30 | $3.3M | 41k | 80.93 |
| 2021-03-31 | $3.6M | 46k | 78.37 |
| 2020-12-31 | $3.7M | 47k | 78.97 |
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