iShares S&P MidCap 400 Growth shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb 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 SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $474k | 6.6k | 72.15 |
| 2020-09-30 | $421k | 1.8k | 239.07 |
| 2020-06-30 | $453k | 2.0k | 224.04 |
| 2020-03-31 | $450k | 2.5k | 178.43 |
| 2019-12-31 | $596k | 2.5k | 238.30 |
| 2019-09-30 | $560k | 2.5k | 223.91 |
| 2019-06-30 | $543k | 2.4k | 226.16 |
| 2019-03-31 | $526k | 2.4k | 219.08 |
| 2018-12-31 | $459k | 2.4k | 191.17 |
| 2018-09-30 | $492k | 2.1k | 232.73 |
| 2018-06-30 | $475k | 2.1k | 224.69 |
| 2018-03-31 | $450k | 2.2k | 202.43 |
| 2017-12-31 | $480k | 2.2k | 215.92 |
| 2017-09-30 | $450k | 2.2k | 202.43 |
| 2017-06-30 | $437k | 2.2k | 196.58 |
| 2017-03-31 | $424k | 2.2k | 190.73 |
| 2016-12-31 | $405k | 2.2k | 182.19 |
| 2016-09-30 | $388k | 2.2k | 174.54 |
| 2016-06-30 | $376k | 2.2k | 169.14 |
| 2016-03-31 | $361k | 2.2k | 162.39 |
| 2015-12-31 | $337k | 2.1k | 161.01 |
| 2015-09-30 | $329k | 2.1k | 157.19 |
| 2015-06-30 | $355k | 2.1k | 169.61 |
| 2015-03-31 | $359k | 2.1k | 171.52 |
| 2014-12-31 | $334k | 2.1k | 159.58 |
| 2014-09-30 | $317k | 2.1k | 151.46 |
| 2014-06-30 | $329k | 2.1k | 157.19 |
| 2014-03-31 | $320k | 2.1k | 152.89 |
| 2013-12-31 | $314k | 2.1k | 150.02 |
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