iShares S&P MidCap 400 Growth shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail 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 Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Growth by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $978k | 12k | 79.22 |
| 2023-09-30 | $1.0M | 14k | 72.50 |
| 2023-06-30 | $1.5M | 20k | 75.00 |
| 2023-03-31 | $1.4M | 20k | 71.51 |
| 2022-12-31 | $1.4M | 20k | 68.30 |
| 2022-09-30 | $1.3M | 21k | 63.03 |
| 2022-06-30 | $1.3M | 21k | 63.72 |
| 2022-03-31 | $1.7M | 22k | 77.28 |
| 2021-12-31 | $1.8M | 21k | 85.27 |
| 2021-09-30 | $1.8M | 23k | 79.18 |
| 2021-06-30 | $1.8M | 22k | 80.93 |
| 2021-03-31 | $1.8M | 23k | 78.36 |
| 2020-12-31 | $1.7M | 23k | 72.23 |
| 2020-09-30 | $1.5M | 23k | 65.50 |
| 2020-06-30 | $1.1M | 4.8k | 223.94 |
| 2020-03-31 | $853k | 4.8k | 178.53 |
| 2019-09-30 | $1.4M | 6.3k | 223.81 |
| 2018-03-31 | $1.0k | 655 | 1.53 |
| 2017-12-31 | $134k | 620 | 216.13 |
Top funds holding iShares S&P MidCap 400 Growth
View all funds holding iShares S&P MidCap 400 Growth