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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by SOA Wealth Advisors 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
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