iShares S&P MidCap 400 Growth shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 164k | 91.93 |
| 2024-06-30 | $14M | 160k | 88.11 |
| 2024-03-31 | $15M | 159k | 91.25 |
| 2023-12-31 | $13M | 159k | 79.22 |
| 2023-09-30 | $11M | 158k | 72.24 |
| 2023-06-30 | $12M | 159k | 75.00 |
| 2023-03-31 | $10M | 145k | 71.51 |
| 2022-12-31 | $9.3M | 137k | 68.30 |
| 2022-09-30 | $8.4M | 134k | 63.02 |
| 2022-06-30 | $8.1M | 127k | 63.73 |
| 2022-03-31 | $9.4M | 121k | 77.27 |
| 2021-12-31 | $10M | 118k | 85.26 |
| 2021-09-30 | $9.3M | 117k | 79.19 |
| 2021-06-30 | $9.4M | 116k | 80.93 |
| 2021-03-31 | $8.8M | 112k | 78.37 |
| 2020-12-31 | $8.5M | 118k | 72.22 |
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