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iShares S&P MidCap 400 Growth shares owned by Stephenson National Bank & Trust

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Stephenson National Bank & Trust from 13F filings

Historical chart of Stephenson National Bank & Trust 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 Stephenson National Bank & Trust 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 Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $51k 560 91.25
2023-12-31 $44k 560 79.22
2023-09-30 $69k 955 72.24
2023-06-30 $72k 955 75.00
2023-03-31 $74k 1.0k 71.51
2022-12-31 $70k 1.0k 67.83
2022-09-30 $65k 1.0k 62.98
2022-06-30 $68k 1.1k 64.15
2022-03-31 $82k 1.1k 77.36
2021-12-31 $90k 1.1k 84.91
2021-09-30 $84k 1.1k 79.25
2021-06-30 $86k 1.1k 81.13
2021-03-31 $83k 1.1k 78.30
2020-12-31 $77k 1.1k 72.64
2020-09-30 $63k 265 237.74
2020-06-30 $59k 265 222.64
2020-03-31 $63k 355 177.46
2019-12-31 $85k 355 239.44

More positions owned by Stephenson National Bank & Trust

Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Value ETF Active Value Etf (JAVA)
JPMorgan Active Growth ETF Active Growth (JGRO)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
Vanguard Small-Cap ETF Small Cp Etf (VB)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
SPDR S&P Global Natural Resources ETF Glb Nat Resrce (GNR)
Pimco Intermediate Municipal Bond ETF Inter Mun Bd Act (MUNI)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)

View all positions for Stephenson National Bank & Trust

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
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth