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

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

Historical chart of Summit Financial Strategies 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 Strategies 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 Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.8k 117.50
2023-09-30 $208k 2.9k 72.24
2023-06-30 $232k 3.1k 75.00

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Summit Financial Strategies

Top funds holding iShares S&P MidCap 400 Growth

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

View all funds holding iShares S&P MidCap 400 Growth