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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Sterling Financial Planning 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 Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
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

More positions owned by Sterling Financial Planning

Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Sterling Financial Planning

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
D.A. Davidson & Co.
Raymond James & Associates
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