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iShares S&P MidCap 400 Growth shares owned by Sunpointe

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

Historical chart of Sunpointe investment in iShares S&P MidCap 400 Growth

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All positions including iShares S&P MidCap 400 Growth held by Sunpointe 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 Sunpointe

Quarter filed Position value Share count Share price at filing
2025-09-30 $522k 5.4k 95.89
2025-06-30 $495k 5.4k 90.98
2025-03-31 $450k 5.4k 83.28
2024-12-31 $491k 5.4k 90.93
2024-09-30 $496k 5.4k 91.93
2024-06-30 $476k 5.4k 88.11
2024-03-31 $493k 5.4k 91.25
2023-12-31 $428k 5.4k 79.22

More positions owned by Sunpointe

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
American Centy Etf Tr Focused Dynamic (FDG)
American Centy Etf Tr Large Cap Equity (ACLC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Mid Cap Grw Imp (MID)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)

View all positions for Sunpointe

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth