Strategic Wealth Partners »

iShares S&P MidCap 400 Growth shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 28k 91.25
2023-09-30 $330k 4.5k 72.50
2023-06-30 $341k 4.5k 74.98
2023-03-31 $319k 4.5k 70.14
2022-12-31 $310k 4.5k 68.16
2022-09-30 $267k 4.2k 63.12
2022-06-30 $270k 4.2k 63.83
2022-03-31 $290k 3.8k 77.15
2021-12-31 $320k 3.8k 85.13
2021-09-30 $298k 3.8k 79.21
2021-03-31 $409k 5.2k 78.41
2020-12-31 $383k 5.3k 72.16
2020-09-30 $317k 1.3k 238.88
2020-06-30 $300k 1.3k 224.38
2020-03-31 $260k 1.5k 178.33
2019-12-31 $391k 1.6k 237.98
2019-09-30 $331k 1.5k 223.95
2019-06-30 $334k 1.5k 225.98
2019-03-31 $746k 1.3k 565.15
2018-12-31 $264k 1.4k 191.30
2018-09-30 $7.0k 30 232.93
2018-06-30 $6.7k 30 224.77
2018-03-31 $6.5k 30 218.33

More positions owned by Strategic Wealth Partners

Rus 1000 Grw Etf Ishares Tr (IWF)
S&p 500 Val Etf Ishares Tr (IVE)
Rus 1000 Val Etf Ishares Tr (IWD)
Total Stk Mkt Vanguard Index Fds (VTI)
Tr Unit Spdr S&p 500 Etf Tr (SPY)
S&p 500 Grwt Etf Ishares Tr (IVW)
Us Eqty Pwr Buf Innovator Etfs Tr (PDEC)
Core S&p Scp Etf Ishares Tr (IJR)
Msci Eafe Etf Ishares Tr (EFA)
Hendrson Aaa Cl Janus Detroit Str Tr (JAAA)
Core S&p500 Etf Ishares Tr (IVV)
Grwt Allocat Etf Ishares Tr (AOR)
Van Ftse Dev Mkt Vanguard Tax-managed Fds (VEA)
Russell 2000 Etf Ishares Tr (IWM)
Us Eqty Pwr Buf Innovator Etfs Tr (PJAN)

View all positions for Strategic Wealth Partners

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Goldman Sachs Group
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Ameriprise Financial
Financial Engines Advisors L.L.C
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth