iShares S&P MidCap 400 Growth shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $81k | 888 | 90.93 |
| 2024-09-30 | $82k | 888 | 91.93 |
| 2024-06-30 | $78k | 888 | 88.11 |
| 2024-03-31 | $81k | 888 | 91.25 |
| 2023-12-31 | $70k | 888 | 79.22 |
| 2023-09-30 | $64k | 888 | 72.24 |
| 2023-06-30 | $67k | 888 | 75.00 |
| 2023-03-31 | $64k | 888 | 71.51 |
| 2022-12-31 | $61k | 888 | 68.30 |
| 2022-09-30 | $56k | 888 | 63.06 |
| 2022-06-30 | $57k | 888 | 64.19 |
| 2022-03-31 | $69k | 888 | 77.70 |
| 2021-12-31 | $76k | 888 | 85.59 |
| 2021-09-30 | $70k | 888 | 78.83 |
| 2021-06-30 | $72k | 888 | 81.08 |
| 2021-03-31 | $70k | 853 | 82.06 |
| 2020-12-31 | $64k | 888 | 72.07 |
| 2020-09-30 | $53k | 222 | 238.74 |
| 2020-06-30 | $51k | 229 | 222.71 |
| 2020-03-31 | $41k | 231 | 177.49 |
| 2019-12-31 | $55k | 231 | 238.10 |
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