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iShares S&P MidCap 400 Growth shares owned by Summit Financial Consulting

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Summit Financial Consulting from 13F filings

Historical chart of Summit Financial Consulting 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 Summit Financial Consulting 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 Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.2M 27k 117.50

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Ishares Tr U.s. Energy Etf (IYE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for Summit Financial Consulting

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Sherman Porfolios
Goldman Sachs Group
Envestnet Asset Management
Pnc Financial Services
UBS Group
Pinkerton Retirement Specialists
Raymond James Financial
LPL Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Growth