Steel Peak Wealth Management »

iShares S&P MidCap 400 Growth shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak 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 Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $213k 2.3k 90.93
2024-09-30 $216k 2.3k 91.93
2024-06-30 $210k 2.4k 88.11
2024-03-31 $214k 2.3k 91.25

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Tesla Motors (TSLA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Expnd Tec Sc Etf (IGM)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Pnc Financial Services
Goldman Sachs Group
Captrust Financial Advisors
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
Ameriprise Financial
Raymond James & Associates

View all funds holding iShares S&P MidCap 400 Growth