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Strategies Wealth Advisors »

iShares S&P MidCap 400 Growth shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth Advisors 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 Strategies Wealth Advisors 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 Strategies Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$222k	2.4k	91.93
2024-06-30	$213k	2.4k	88.11
2024-03-31	$221k	2.4k	91.25
2021-12-31	$208k	2.4k	85.25

More positions owned by Strategies Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)

Vanguard Index Fds Value Etf (VTV)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Ishares Tr Core Div Grwth (DGRO)

Ishares Tr Core Msci Eafe (IEFA)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Vanguard Index Fds Sml Cp Grw Etf (VBK)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Ishares Tr Core S&p Us Gwt (IUSG)

Ishares Tr Core S&p Us Vlu (IUSV)

Ishares Tr Msci Eafe Etf (EFA)

Vanguard Specialized Funds Div App Etf (VIG)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company

Bank of America Corporation

Goldman Sachs Group

Main Management ETF Advisors

Pnc Financial Services

Envestnet Asset Management

Captrust Financial Advisors

Financial Engines Advisors L.L.C

International Assets Investment Management

Raymond James & Associates

Northwestern Mutual Wealth Management Company

D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth

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